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JVASX vs VVIAX
JVASX vs VVIAX Comparison
Open Charts JVASX vs VVIAX
JPMorgan Value Advantage I
Price$38.67
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets9.17B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
JVASX vs VVIAX Comparison Chart
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JVASX vs. VVIAX commentary
Jan 19, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVASX (9.17B). VVIAX pays higher dividends than JVASX: VVIAX (2.36) vs JVASX (1.41). JVASX was incepted earlier than VVIAX: JVASX (20 years) vs VVIAX (24 years). JVASX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JVASX: VVIAX (3000) vs JVASX (1000000). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. JVASX (12.47). VVIAX return over 5 years is better than : 44.18 vs. JVASX (9.12).
| JVASX | VVIAX | JVASX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.955 | 3.195 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 184B | 5% |
| Annual Yield % from dividends | 1.41 | 2.36 | 60% |
| Returns for 1 year | 12.47 | 18.18 | 69% |
| Returns for 3 years | -2.14 | 18.46 | -12% |
| Returns for 5 years | 9.12 | 44.18 | 21% |
| Returns for 10 years | 47.54 | 111.13 | 43% |
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