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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$39.13
Change-$0.08 (-0.20%)
VolumeN/A
Net Assets8.77B
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
JVASX vs VIVAX Comparison Chart in %
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JVASX vs. VIVAX commentary
Nov 20, 2025
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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JVASX (8.77B). VIVAX pays higher dividends than JVASX: VIVAX (1.98) vs JVASX (1.39). JVASX was incepted earlier than VIVAX: JVASX (21 years) vs VIVAX (33 years). JVASX (0.84) is less costly to investors than VIVAX (0.17). JVASX is a more actively managed with annual turnover of: 36.00 vs. VIVAX (9.00). 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 : 5.05 vs. JVASX (-7.72). VIVAX return over 5 years is better than : 62.93 vs. JVASX (19.65).
| JVASX | VIVAX | JVASX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 4.180 | 9.329 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77B | 208B | 4% |
| Annual Yield % from dividends | 1.39 | 1.98 | 70% |
| Returns for 1 year | -7.72 | 5.05 | -153% |
| Returns for 3 years | 3.56 | 30.23 | 12% |
| Returns for 5 years | 19.65 | 62.93 | 31% |
| Returns for 10 years | 48.13 | 123.10 | 39% |
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