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JVASX vs VVIAX
JVASX vs VVIAX Comparison
Open Charts JVASX vs VVIAX
JPMorgan Value Advantage I
Price$37.92
Change+$0.41 (+1.09%)
VolumeN/A
Net Assets8.68B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
JVASX vs VVIAX Comparison Chart
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JVASX vs. VVIAX commentary
Jun 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVASX (8.68B). VVIAX pays higher dividends than JVASX: VVIAX (2.28) vs JVASX (1.45). 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 : 6.82 vs. JVASX (0.66). VVIAX return over 5 years is better than : 58.69 vs. JVASX (21.65).
| 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 | -0.133 | 1.255 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 189B | 5% |
| Annual Yield % from dividends | 1.45 | 2.28 | 64% |
| Returns for 1 year | 0.66 | 6.82 | 10% |
| Returns for 3 years | -3.47 | 18.51 | -19% |
| Returns for 5 years | 21.65 | 58.69 | 37% |
| Returns for 10 years | 37.99 | 102.89 | 37% |
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