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JVAYX vs VVIAX
JVAYX vs VVIAX Comparison
Open Charts JVAYX vs VVIAX
JPMorgan Value Advantage R6
Price$37.61
Change-$0.46 (-1.21%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVAYX vs VVIAX Comparison Chart
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JVAYX vs. VVIAX commentary
Jun 16, 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: 189B vs. JVAYX (8.69B). VVIAX pays higher dividends than JVAYX: VVIAX (2.28) vs JVAYX (1.68). 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 : 8.01 vs. JVAYX (2.04). VVIAX return over 5 years is better than : 72.56 vs. JVAYX (34.05).
| 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 | 0.267 | 2.436 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.68 | 2.28 | 74% |
| Returns for 1 year | 2.04 | 8.01 | 25% |
| Returns for 3 years | 7.43 | 32.19 | 23% |
| Returns for 5 years | 34.05 | 72.56 | 47% |
| Returns for 10 years | N/A | 103.54 | - |
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