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JVAYX vs VIVIX
JVAYX vs VIVIX Comparison
Open Charts JVAYX vs VIVIX
JPMorgan Value Advantage R6
Price$42.59
Change+$0.11 (+0.26%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.27
Change-$0.09 (-0.13%)
VolumeN/A
CapitalizationN/A
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JVAYX vs VIVIX Comparison Chart
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JVAYX vs. VIVIX commentary
Oct 18, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 186B vs. JVAYX (9.53B). VIVIX pays higher dividends than JVAYX: VIVIX (2.37) vs JVAYX (1.63). JVAYX was incepted earlier than VIVIX: JVAYX (8 years) vs VIVIX (26 years). JVAYX is a more actively managed with annual turnover of: 24.00 vs. VIVIX (10.00). 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 : 27.96 vs. JVAYX (24.55). VIVIX return over 5 years is better than : 59.57 vs. JVAYX (26.25).
| JVAYX | VIVIX | JVAYX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 19.763 | 19.055 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.53B | 186B | 5% |
| Annual Yield % from dividends | 1.63 | 2.37 | 69% |
| Returns for 1 year | 24.55 | 27.96 | 88% |
| Returns for 3 years | -1.77 | 26.40 | -7% |
| Returns for 5 years | 26.25 | 59.57 | 44% |
| Returns for 10 years | N/A | 130.60 | - |
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