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JVAYX vs VVIAX
JVAYX vs VVIAX Comparison
Open Charts JVAYX vs VVIAX
JPMorgan Value Advantage R6
Price$38.48
Change+$0.37 (+0.97%)
VolumeN/A
Net Assets8.74B
Vanguard Value Index Adm
Price$69.10
Change+$0.62 (+0.91%)
VolumeN/A
Net Assets195.18B
JVAYX vs VVIAX Comparison Chart in %
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JVAYX vs. VVIAX commentary
Aug 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVAYX (8.74B). VVIAX pays higher dividends than JVAYX: VVIAX (2.18) vs JVAYX (1.64). 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 : 7.28 vs. JVAYX (-0.98). VVIAX return over 5 years is better than : 67.84 vs. JVAYX (31.71).
| 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 | 1.600 | 3.744 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.74B | 195B | 4% |
| Annual Yield % from dividends | 1.64 | 2.18 | 75% |
| Returns for 1 year | -0.98 | 7.28 | -13% |
| Returns for 3 years | 3.36 | 27.93 | 12% |
| Returns for 5 years | 31.71 | 67.84 | 47% |
| Returns for 10 years | N/A | 111.08 | - |
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