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JGAQX vs VIVAX
JGAQX vs VIVAX Comparison
Open Charts JGAQX vs VIVAX
JPMorgan Value Advantage R2
Price$38.42
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JGAQX vs VIVAX Comparison Chart in %
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JGAQX vs. VIVAX commentary
Jul 07, 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: 189B vs. JGAQX (9.13B). 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 : 12.04 vs. JGAQX (6.31). VIVAX return over 5 years is better than : 80.14 vs. JGAQX (37.52).
| 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 | 5.318 | 6.209 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.15 | 2.06 | 56% |
| Returns for 1 year | 6.31 | 12.04 | 52% |
| Returns for 3 years | 9.58 | 35.16 | 27% |
| Returns for 5 years | 37.52 | 80.14 | 47% |
| Returns for 10 years | N/A | 115.74 | - |