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JVASX vs VVIAX
JVASX vs VVIAX Comparison
Open Charts JVASX vs VVIAX
JPMorgan Value Advantage I
Price$36.50
Change+$0.52 (+1.45%)
VolumeN/A
Net Assets8.33B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
JVASX vs VVIAX Comparison Chart
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JVASX vs. VVIAX commentary
Apr 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JVASX (8.33B). VVIAX pays higher dividends than JVASX: VVIAX (2.26) vs JVASX (1.44). JVASX was incepted earlier than VVIAX: JVASX (20 years) vs VVIAX (24 years). JVASX (0.84) is less costly to investors than VVIAX (0.05). JVASX is a more actively managed with annual turnover of: 17.00 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 : 3.38 vs. JVASX (-3.30). VVIAX return over 5 years is better than : 69.91 vs. JVASX (37.94).
| JVASX | VVIAX | JVASX / VVIAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.84 | 0.05 | 1,680% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -4.207 | -3.426 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 191B | 4% |
| Annual Yield % from dividends | 1.44 | 2.26 | 64% |
| Returns for 1 year | -3.30 | 3.38 | -97% |
| Returns for 3 years | -7.75 | 12.73 | -61% |
| Returns for 5 years | 37.94 | 69.91 | 54% |
| Returns for 10 years | 31.75 | 92.47 | 34% |
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