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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$40.33
Change+$0.75 (+1.89%)
VolumeN/A
Net Assets9.22B
Vanguard Value Index I
Price$71.59
Change+$0.96 (+1.36%)
VolumeN/A
Net Assets195.81B
JVASX vs VIVAX Comparison Chart in %
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JVASX vs. VIVAX commentary
Aug 25, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JVASX (9.22B). VIVAX pays higher dividends than JVASX: VIVAX (2.06) vs JVASX (1.42). 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: 17.00 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 : 8.86 vs. JVASX (1.95). VIVAX return over 5 years is better than : 73.99 vs. JVASX (37.65).
| 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 | 7.375 | 8.420 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 196B | 5% |
| Annual Yield % from dividends | 1.42 | 2.06 | 69% |
| Returns for 1 year | 1.95 | 8.86 | 22% |
| Returns for 3 years | 7.43 | 31.69 | 23% |
| Returns for 5 years | 37.65 | 73.99 | 51% |
| Returns for 10 years | 64.16 | 145.38 | 44% |