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JVAYX vs VIVIX
JVAYX vs VIVIX Comparison
Open Charts JVAYX vs VIVIX
JPMorgan Value Advantage R6
Price$40.35
Change+$0.76 (+1.92%)
VolumeN/A
Net Assets9.22B
Vanguard Value Index I
Price$71.02
Change-$0.55 (-0.77%)
VolumeN/A
Net Assets195.81B
JVAYX vs VIVIX Comparison Chart in %
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JVAYX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. JVAYX (9.22B). 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 : 7.68 vs. JVAYX (2.20). VIVIX return over 5 years is better than : 72.18 vs. JVAYX (39.05).
| 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 | 7.571 | 8.442 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.22B | 196B | 5% |
| Annual Yield % from dividends | 1.64 | 2.19 | 75% |
| Returns for 1 year | 2.20 | 7.68 | 29% |
| Returns for 3 years | 7.97 | 33.28 | 24% |
| Returns for 5 years | 39.05 | 72.18 | 54% |
| Returns for 10 years | N/A | 130.75 | - |
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