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JVAAX vs VIVIX
JVAAX vs VIVIX Comparison
Open Charts JVAAX vs VIVIX
JPMorgan Value Advantage A
Price$37.40
Change-$1.88 (-4.79%)
VolumeN/A
Net Assets8.64B
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
JVAAX vs VIVIX Comparison Chart in %
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JVAAX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. JVAAX (8.65B). VIVIX pays higher dividends than JVAAX: VIVIX (1.96) vs JVAAX (1.04). JVAAX was incepted earlier than VIVIX: JVAAX (21 years) vs VIVIX (28 years). JVAAX (1.11) is less costly to investors than VIVIX (0.04). JVAAX is a more actively managed with annual turnover of: 36.00 vs. VIVIX (9.00). JVAAX has a lower initial minimum investment than VIVIX: JVAAX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.08 vs. JVAAX (-1.34). VIVIX return over 5 years is better than : 66.28 vs. JVAAX (6.53).
| JVAAX | VIVIX | JVAAX / VIVIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 3.458 | 5.999 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 218B | 4% |
| Annual Yield % from dividends | 1.04 | 1.96 | 53% |
| Returns for 1 year | -1.34 | 15.08 | -9% |
| Returns for 3 years | 7.00 | 41.04 | 17% |
| Returns for 5 years | 6.53 | 66.28 | 10% |
| Returns for 10 years | 61.63 | 167.19 | 37% |
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