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JVAYX vs VVIAX
JVAYX vs VVIAX Comparison
Open Charts JVAYX vs VVIAX
JPMorgan Value Advantage R6
Price$39.32
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets9.05B
Vanguard Value Index Adm
Price$69.48
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets195.18B
JVAYX vs VVIAX Comparison Chart in %
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JVAYX vs. VVIAX commentary
Jul 10, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVAYX (9.05B). VVIAX pays higher dividends than JVAYX: VVIAX (2.18) vs JVAYX (1.63). JVAYX was incepted earlier than VVIAX: JVAYX (9 years) vs VVIAX (25 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 (9.00). 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 : 11.09 vs. JVAYX (6.51). VVIAX return over 5 years is better than : 81.65 vs. JVAYX (45.41).
| 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 | 25 years | - |
| Gain YTD | 4.745 | 5.335 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 195B | 5% |
| Annual Yield % from dividends | 1.63 | 2.18 | 75% |
| Returns for 1 year | 6.51 | 11.09 | 59% |
| Returns for 3 years | 10.94 | 34.22 | 32% |
| Returns for 5 years | 45.41 | 81.65 | 56% |
| Returns for 10 years | N/A | 113.07 | - |
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