Interact to see
Advertisement
Advertisement
JVAAX vs VIVAX
JVAAX vs VIVAX Comparison
Open Charts JVAAX vs VIVAX
JPMorgan Value Advantage A
Price$39.10
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets8.93B
JVAAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAAX vs. VIVAX commentary
Oct 19, 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 JVAAX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JVAAX (8.93B). VIVAX pays higher dividends than JVAAX: VIVAX (1.97) vs JVAAX (1.16). JVAAX was incepted earlier than VIVAX: JVAAX (21 years) vs VIVAX (33 years). JVAAX (1.10) is less costly to investors than VIVAX (0.17). JVAAX is a more actively managed with annual turnover of: 36.00 vs. VIVAX (9.00). JVAAX has a lower initial minimum investment than VIVAX: JVAAX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 4.63 vs. JVAAX (-5.93). VIVAX return over 5 years is better than : 71.78 vs. JVAAX (29.70).
| JVAAX | VIVAX | JVAAX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 5.079 | 9.738 | 52% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 208B | 4% |
| Annual Yield % from dividends | 1.16 | 1.97 | 59% |
| Returns for 1 year | -5.93 | 4.63 | -128% |
| Returns for 3 years | 11.16 | 42.99 | 26% |
| Returns for 5 years | 29.70 | 71.78 | 41% |
| Returns for 10 years | 48.37 | 129.45 | 37% |
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 % |
| VVJEX | 11.65 | 0.04 | +0.34% |
| Voya VACS Series MCV Fund | |||
| CGFCX | 74.86 | 0.15 | +0.20% |
| American Funds Growth Fund of Amer 529C | |||
| LAMQX | 25.84 | 0.04 | +0.16% |
| Lord Abbett Dividend Growth R2 | |||
| DLBMX | 17.39 | 0.02 | +0.12% |
| MassMutual Small Cap Opps A | |||
| WSMDX | 27.46 | -0.02 | -0.07% |
| William Blair Small-Mid Cap Growth I | |||