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JGAQX vs VIVAX
JGAQX vs VIVAX Comparison
Open Charts JGAQX vs VIVAX
JPMorgan Value Advantage R2
Price$38.02
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
JGAQX vs VIVAX Comparison Chart in %
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JGAQX vs. VIVAX commentary
Aug 18, 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 JGAQX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JGAQX (8.97B). VIVAX pays higher dividends than JGAQX: VIVAX (2.06) vs JGAQX (1.15). JGAQX was incepted earlier than VIVAX: JGAQX (8 years) vs VIVAX (33 years). JGAQX (1.53) is less costly to investors than VIVAX (0.17). JGAQX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). JGAQX has a lower initial minimum investment than VIVAX: JGAQX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. JGAQX (-0.35). VIVAX return over 5 years is better than : 68.56 vs. JGAQX (26.74).
| JGAQX | VIVAX | JGAQX / VIVAX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.53 | 0.17 | 900% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 4.221 | 6.512 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 196B | 5% |
| Annual Yield % from dividends | 1.15 | 2.06 | 56% |
| Returns for 1 year | -0.35 | 7.90 | -4% |
| Returns for 3 years | -0.74 | 25.93 | -3% |
| Returns for 5 years | 26.74 | 68.56 | 39% |
| Returns for 10 years | N/A | 114.64 | - |
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