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JVASX vs VVIAX
JVASX vs VVIAX Comparison
Open Charts JVASX vs VVIAX
JPMorgan Value Advantage I
Price$38.10
Change-$0.46 (-1.19%)
VolumeN/A
Net Assets8.74B
Vanguard Value Index Adm
Price$69.10
Change+$0.62 (+0.91%)
VolumeN/A
Net Assets195.18B
JVASX vs VVIAX Comparison Chart in %
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JVASX vs. VVIAX commentary
Aug 05, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVASX (8.74B). VVIAX pays higher dividends than JVASX: VVIAX (2.18) vs JVASX (1.42). JVASX was incepted earlier than VVIAX: JVASX (20 years) vs VVIAX (25 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 (9.00). 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 : 7.28 vs. JVASX (-2.69). VVIAX return over 5 years is better than : 67.84 vs. JVASX (32.25).
| 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 | 25 years | - |
| Gain YTD | 1.438 | 3.744 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 195B | 4% |
| Annual Yield % from dividends | 1.42 | 2.18 | 65% |
| Returns for 1 year | -2.69 | 7.28 | -37% |
| Returns for 3 years | 3.79 | 27.93 | 14% |
| Returns for 5 years | 32.25 | 67.84 | 48% |
| Returns for 10 years | 40.11 | 111.08 | 36% |