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JVAYX vs VVIAX
JVAYX vs VVIAX Comparison
Open Charts JVAYX vs VVIAX
JPMorgan Value Advantage R6
Price$38.71
Change-$0.51 (-1.30%)
VolumeN/A
Net Assets9.15B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JVAYX vs VVIAX Comparison Chart
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JVAYX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. JVAYX (9.15B). 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 annual gain was more profitable for investors over the last year : 13.46 vs. JVAYX (7.22). VVIAX return over 5 years is better than : 47.22 vs. JVAYX (12.17).
| 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 | 3.199 | 4.164 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 193B | 5% |
| Annual Yield % from dividends | 1.63 | 2.36 | 69% |
| Returns for 1 year | 7.22 | 13.46 | 54% |
| Returns for 3 years | 0.67 | 23.94 | 3% |
| Returns for 5 years | 12.17 | 47.22 | 26% |
| Returns for 10 years | N/A | 105.55 | - |
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