Interact to see
Advertisement
Advertisement
JVAAX vs VIVAX
JVAAX vs VIVAX Comparison
Open Charts JVAAX vs VIVAX
JPMorgan Value Advantage A
Price$39.24
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
JVAAX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAAX 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 JVAAX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVAAX (9.13B). VIVAX pays higher dividends than JVAAX: VIVAX (2.06) vs JVAAX (1.20). JVAAX was incepted earlier than VIVAX: JVAAX (20 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: 17.00 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 : 12.04 vs. JVAAX (6.77). VIVAX return over 5 years is better than : 80.14 vs. JVAAX (39.70).
| JVAAX | VIVAX | JVAAX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 5.456 | 6.209 | 88% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.20 | 2.06 | 58% |
| Returns for 1 year | 6.77 | 12.04 | 56% |
| Returns for 3 years | 10.58 | 35.16 | 30% |
| Returns for 5 years | 39.70 | 80.14 | 50% |
| Returns for 10 years | 42.64 | 115.74 | 37% |