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JVAYX vs VIVIX
JVAYX vs VIVIX Comparison
Open Charts JVAYX vs VIVIX
JPMorgan Value Advantage R6
Price$38.48
Change+$0.37 (+0.97%)
VolumeN/A
Net Assets8.74B
Vanguard Value Index I
Price$69.10
Change+$0.62 (+0.91%)
VolumeN/A
Net Assets195.18B
JVAYX vs VIVIX Comparison Chart in %
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JVAYX vs. VIVIX commentary
Aug 05, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JVAYX (8.74B). VIVIX pays higher dividends than JVAYX: VIVIX (2.19) vs JVAYX (1.64). JVAYX was incepted earlier than VIVIX: JVAYX (9 years) vs VIVIX (27 years). JVAYX (0.59) is less costly to investors than VIVIX (0.04). JVAYX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). VIVIX has a lower initial minimum investment than JVAYX: VIVIX (5000000) vs JVAYX (15000000). VIVIX annual gain was more profitable for investors over the last year : 7.30 vs. JVAYX (-0.98). VIVIX return over 5 years is better than : 67.88 vs. JVAYX (31.71).
| JVAYX | VIVIX | JVAYX / VIVIX | |
| Total Expense Ratio | 0.50 | 0.04 | 1,250% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 1.600 | 3.760 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 195B | 4% |
| Annual Yield % from dividends | 1.64 | 2.19 | 75% |
| Returns for 1 year | -0.98 | 7.30 | -13% |
| Returns for 3 years | 3.36 | 27.93 | 12% |
| Returns for 5 years | 31.71 | 67.88 | 47% |
| Returns for 10 years | N/A | 111.08 | - |
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