Interact to see
Advertisement
Advertisement
JGAQX vs VVIAX
JGAQX vs VVIAX Comparison
Open Charts JGAQX vs VVIAX
JPMorgan Value Advantage R2
Price$36.46
Change-$0.44 (-1.19%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JGAQX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGAQX 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 JGAQX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JGAQX (8.69B). VVIAX pays higher dividends than JGAQX: VVIAX (2.28) vs JGAQX (1.18). JGAQX was incepted earlier than VVIAX: JGAQX (8 years) vs VVIAX (25 years). JGAQX (1.53) is less costly to investors than VVIAX (0.05). JGAQX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JGAQX has a lower initial minimum investment than VVIAX: JGAQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. JGAQX (1.02). VVIAX return over 5 years is better than : 72.56 vs. JGAQX (28.92).
| JGAQX | VVIAX | JGAQX / VVIAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.53 | 0.05 | 3,060% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -0.055 | 2.436 | -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 | 2.28 | 52% |
| Returns for 1 year | 1.02 | 8.01 | 13% |
| Returns for 3 years | 5.16 | 32.19 | 16% |
| Returns for 5 years | 28.92 | 72.56 | 40% |
| Returns for 10 years | N/A | 103.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DLDYX | 43.62 | 0.53 | +1.23% |
| BNY Mellon Natural Resources Y | |||
| RIDCX | 26.15 | -0.14 | -0.53% |
| American Funds Income Fund of Amer R3 | |||
| IHOTX | 22.21 | -0.28 | -1.25% |
| Hartford International Opportunities R5 | |||
| CCGIX | 25.72 | -0.40 | -1.53% |
| Baird Chautauqua Global Growth Instl | |||
| TSCIX | 12.82 | -0.21 | -1.61% |
| AMG TimesSquare Small Cap Growth Z | |||