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JVASX vs VVIAX
JVASX vs VVIAX Comparison
Open Charts JVASX vs VVIAX
JPMorgan Value Advantage I
Price$40.04
Change-$0.12 (-0.30%)
VolumeN/A
Net Assets9.11B
Vanguard Value Index Adm
Price$73.08
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets207.8B
JVASX vs VVIAX Comparison Chart in %
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JVASX vs. VVIAX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JVASX (9.11B). VVIAX pays higher dividends than JVASX: VVIAX (2.08) vs JVASX (1.37). JVASX was incepted earlier than VVIAX: JVASX (21 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 : 7.50 vs. JVASX (-1.57). VVIAX return over 5 years is better than : 75.65 vs. JVASX (34.39).
| 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 | 21 years | 25 years | - |
| Gain YTD | 6.922 | 10.852 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 208B | 4% |
| Annual Yield % from dividends | 1.37 | 2.08 | 66% |
| Returns for 1 year | -1.57 | 7.50 | -21% |
| Returns for 3 years | 17.40 | 49.23 | 35% |
| Returns for 5 years | 34.39 | 75.65 | 45% |
| Returns for 10 years | 54.61 | 133.14 | 41% |
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