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JVASX vs VVIAX
JVASX vs VVIAX Comparison
Open Charts JVASX vs VVIAX
JPMorgan Value Advantage I
Price$38.75
Change-$0.50 (-1.27%)
VolumeN/A
Net Assets9.15B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JVASX vs VVIAX Comparison Chart
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JVASX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. JVASX (9.15B). 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 : 13.46 vs. JVASX (6.98). VVIAX return over 5 years is better than : 47.22 vs. JVASX (11.09).
| 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 | 3.168 | 4.164 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 193B | 5% |
| Annual Yield % from dividends | 1.41 | 2.36 | 60% |
| Returns for 1 year | 6.98 | 13.46 | 52% |
| Returns for 3 years | 0.22 | 23.94 | 1% |
| Returns for 5 years | 11.09 | 47.22 | 23% |
| Returns for 10 years | 40.18 | 105.55 | 38% |
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