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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$41.35
Change-$0.17 (-0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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JVASX vs VIVAX Comparison Chart
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JVASX vs. VIVAX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVASX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JVASX (9.34B). VIVAX pays higher dividends than JVASX: VIVAX (2.25) vs JVASX (1.41). JVASX was incepted earlier than VIVAX: JVASX (20 years) vs VIVAX (32 years). JVASX is a more actively managed with annual turnover of: 24.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than JVASX: VIVAX (3000) vs JVASX (1000000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. JVASX (20.48). VIVAX return over 5 years is better than : 55.44 vs. JVASX (21.15).
| JVASX | VIVAX | JVASX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 16.413 | 16.261 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 183B | 5% |
| Annual Yield % from dividends | 1.41 | 2.25 | 63% |
| Returns for 1 year | 20.48 | 23.98 | 85% |
| Returns for 3 years | 0.08 | 28.28 | 0% |
| Returns for 5 years | 21.15 | 55.44 | 38% |
| Returns for 10 years | 55.81 | 113.95 | 49% |