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JVAAX vs VIVAX
JVAAX vs VIVAX Comparison
Open Charts JVAAX vs VIVAX
JPMorgan Value Advantage A
Price$37.40
Change-$1.88 (-4.79%)
VolumeN/A
Net Assets8.64B
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
JVAAX vs VIVAX Comparison Chart in %
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JVAAX vs. VIVAX commentary
Feb 04, 2026
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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. JVAAX (8.65B). VIVAX pays higher dividends than JVAAX: VIVAX (1.84) vs JVAAX (1.04). JVAAX was incepted earlier than VIVAX: JVAAX (21 years) vs VIVAX (33 years). JVAAX (1.11) 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 : 15.07 vs. JVAAX (-1.34). VIVAX return over 5 years is better than : 66.25 vs. JVAAX (6.53).
| JVAAX | VIVAX | JVAAX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.11 | 0.17 | 653% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 3.458 | 5.998 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 218B | 4% |
| Annual Yield % from dividends | 1.04 | 1.84 | 57% |
| Returns for 1 year | -1.34 | 15.07 | -9% |
| Returns for 3 years | 7.00 | 41.03 | 17% |
| Returns for 5 years | 6.53 | 66.25 | 10% |
| Returns for 10 years | 61.63 | 167.20 | 37% |
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