Interact to see
Advertisement
Advertisement
JVAAX vs VIVIX
JVAAX vs VIVIX Comparison
Open Charts JVAAX vs VIVIX
JPMorgan Value Advantage A
Price$40.13
Change+$0.34 (+0.85%)
VolumeN/A
Net Assets8.99B
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JVAAX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAAX vs. VIVIX commentary
Dec 04, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. JVAAX (8.99B). VIVIX pays higher dividends than JVAAX: VIVIX (2.05) vs JVAAX (1.15). JVAAX was incepted earlier than VIVIX: JVAAX (21 years) vs VIVIX (27 years). JVAAX (1.10) 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 : 4.76 vs. JVAAX (-7.78). VIVIX return over 5 years is better than : 61.18 vs. JVAAX (17.10).
| JVAAX | VIVIX | JVAAX / VIVIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 7.122 | 11.794 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 208B | 4% |
| Annual Yield % from dividends | 1.15 | 2.05 | 56% |
| Returns for 1 year | -7.78 | 4.76 | -163% |
| Returns for 3 years | 3.24 | 29.82 | 11% |
| Returns for 5 years | 17.10 | 61.18 | 28% |
| Returns for 10 years | 49.12 | 127.14 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers