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JVAYX vs VVIAX
JVAYX vs VVIAX Comparison
Open Charts JVAYX vs VVIAX
JPMorgan Value Advantage R6
Price$35.28
Change+$0.35 (+1.00%)
VolumeN/A
Net Assets8.15B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
JVAYX vs VVIAX Comparison Chart
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JVAYX vs. VVIAX commentary
Apr 12, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. JVAYX (8.15B). VVIAX pays higher dividends than JVAYX: VVIAX (2.26) vs JVAYX (1.66). JVAYX was incepted earlier than VVIAX: JVAYX (9 years) vs VVIAX (24 years). JVAYX (0.59) is less costly to investors than VVIAX (0.05). JVAYX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JVAYX: VVIAX (3000) vs JVAYX (15000000). VVIAX annual gain was more profitable for investors over the last year : 0.71 vs. JVAYX (-5.18). VVIAX return over 5 years is better than : 64.28 vs. JVAYX (31.04).
| JVAYX | VVIAX | JVAYX / VVIAX | |
| Total Expense Ratio | 0.50 | 0.05 | 1,000% |
| Annual Report Gross Expense Ratio | 0.59 | 0.05 | 1,180% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -6.878 | -5.728 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.15B | 191B | 4% |
| Annual Yield % from dividends | 1.66 | 2.26 | 74% |
| Returns for 1 year | -5.18 | 0.71 | -733% |
| Returns for 3 years | -10.88 | 8.12 | -134% |
| Returns for 5 years | 31.04 | 64.28 | 48% |
| Returns for 10 years | N/A | 88.62 | - |
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