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JVAYX vs VIVAX
JVAYX vs VIVAX Comparison
Open Charts JVAYX vs VIVAX
JPMorgan Value Advantage R6
Price$40.12
Change-$0.47 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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JVAYX vs VIVAX Comparison Chart
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JVAYX vs. VIVAX commentary
Sep 08, 2024
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 JVAYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JVAYX (9.04B). VIVAX pays higher dividends than JVAYX: VIVAX (2.25) vs JVAYX (1.63). JVAYX was incepted earlier than VIVAX: JVAYX (8 years) vs VIVAX (32 years). JVAYX is a more actively managed with annual turnover of: 24.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than JVAYX: VIVAX (3000) vs JVAYX (15000000). VIVAX annual gain was more profitable for investors over the last year : 19.29 vs. JVAYX (17.49). VIVAX return over 5 years is better than : 53.52 vs. JVAYX (22.68).
| JVAYX | VIVAX | JVAYX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 14.435 | 13.482 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.04B | 183B | 5% |
| Annual Yield % from dividends | 1.63 | 2.25 | 73% |
| Returns for 1 year | 17.49 | 19.29 | 91% |
| Returns for 3 years | -5.17 | 19.67 | -26% |
| Returns for 5 years | 22.68 | 53.52 | 42% |
| Returns for 10 years | N/A | 107.49 | - |