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JGAQX vs VIVAX
JGAQX vs VIVAX Comparison
Open Charts JGAQX vs VIVAX
JPMorgan Value Advantage R2
Price$36.46
Change-$0.44 (-1.19%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JGAQX vs VIVAX Comparison Chart
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JGAQX vs. VIVAX 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 JGAQX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JGAQX (8.69B). VIVAX pays higher dividends than JGAQX: VIVAX (2.16) vs JGAQX (1.18). 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 : 8.01 vs. JGAQX (1.02). VIVAX return over 5 years is better than : 72.56 vs. JGAQX (28.92).
| 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 | -0.055 | 2.419 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.18 | 2.16 | 55% |
| Returns for 1 year | 1.02 | 8.01 | 13% |
| Returns for 3 years | 5.16 | 32.20 | 16% |
| Returns for 5 years | 28.92 | 72.56 | 40% |
| Returns for 10 years | N/A | 103.54 | - |
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