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JVAYX vs VVIAX
JVAYX vs VVIAX Comparison
Open Charts JVAYX vs VVIAX
JPMorgan Value Advantage R6
Price$43.11
Change-$0.03 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
JVAYX vs VVIAX Comparison Chart
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JVAYX vs. VVIAX commentary
Nov 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JVAYX (9.47B). VVIAX pays higher dividends than JVAYX: VVIAX (2.36) vs JVAYX (1.63). JVAYX was incepted earlier than VVIAX: JVAYX (8 years) vs VVIAX (24 years). JVAYX is a more actively managed with annual turnover of: 24.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JVAYX: VVIAX (3000) vs JVAYX (15000000). VVIAX (25.54) and JVAYX (25.28) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. JVAYX (22.83).
| JVAYX | VVIAX | JVAYX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 21.539 | 17.922 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47B | 184B | 5% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 25.28 | 25.54 | 99% |
| Returns for 3 years | -2.71 | 21.55 | -13% |
| Returns for 5 years | 22.83 | 50.78 | 45% |
| Returns for 10 years | N/A | 110.49 | - |