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JVAYX vs VIVAX
JVAYX vs VIVAX Comparison
Open Charts JVAYX vs VIVAX
JPMorgan Value Advantage R6
Price$40.35
Change+$0.76 (+1.92%)
VolumeN/A
Net Assets9.22B
Vanguard Value Index I
Price$71.03
Change-$0.56 (-0.78%)
VolumeN/A
Net Assets195.81B
JVAYX vs VIVAX Comparison Chart in %
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JVAYX vs. VIVAX commentary
Aug 26, 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 JVAYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JVAYX (9.22B). VIVAX pays higher dividends than JVAYX: VIVAX (2.06) vs JVAYX (1.64). JVAYX was incepted earlier than VIVAX: JVAYX (9 years) vs VIVAX (33 years). JVAYX (0.59) is less costly to investors than VIVAX (0.17). JVAYX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). 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 : 7.67 vs. JVAYX (2.20). VIVAX return over 5 years is better than : 72.16 vs. JVAYX (39.05).
| JVAYX | VIVAX | JVAYX / VIVAX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.59 | 0.17 | 347% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 7.571 | 8.420 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 196B | 5% |
| Annual Yield % from dividends | 1.64 | 2.06 | 80% |
| Returns for 1 year | 2.20 | 7.67 | 29% |
| Returns for 3 years | 7.97 | 33.30 | 24% |
| Returns for 5 years | 39.05 | 72.16 | 54% |
| Returns for 10 years | N/A | 130.78 | - |
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