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JVASX vs VVIAX
JVASX vs VVIAX Comparison
Open Charts JVASX vs VVIAX
JPMorgan Value Advantage I
Price$36.47
Change-$1.78 (-4.65%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JVASX vs VVIAX Comparison Chart
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JVASX vs. VVIAX commentary
Apr 04, 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 StrongBuy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVASX (8.94B). 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 : 7.67 vs. JVASX (1.30). VVIAX return over 5 years is better than : 101.69 vs. JVASX (64.82).
| 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 | 1.837 | 2.421 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 195B | 5% |
| Annual Yield % from dividends | 1.44 | 2.26 | 64% |
| Returns for 1 year | 1.30 | 7.67 | 17% |
| Returns for 3 years | -3.25 | 17.36 | -19% |
| Returns for 5 years | 64.82 | 101.69 | 64% |
| Returns for 10 years | 39.88 | 106.86 | 37% |