JVAAX
Price
$39.10
Change
+$0.25 (+0.64%)
Updated
Oct 17 closing price
Net Assets
8.93B
VIVIX
Price
$72.41
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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JVAAX vs VIVIX

Header iconJVAAX vs VIVIX Comparison
Open Charts JVAAX vs VIVIXBanner chart's image
JPMorgan Value Advantage A
Price$39.10
Change+$0.25 (+0.64%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index I
Price$72.41
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
JVAAX vs VIVIX Comparison Chart in %
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JVAAX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. JVAAX (8.93B). VIVIX pays higher dividends than JVAAX: VIVIX (2.09) vs JVAAX (1.16). 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 : 4.64 vs. JVAAX (-5.93). VIVIX return over 5 years is better than : 71.78 vs. JVAAX (29.70).
JVAAXVIVIXJVAAX / VIVIX
Total Expense Ratio0.990.042,475%
Annual Report Gross Expense Ratio1.100.042,750%
Fund Existence21 years27 years-
Gain YTD5.0799.74852%
Front Load5%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets8.93B208B4%
Annual Yield % from dividends1.162.0956%
Returns for 1 year-5.934.64-128%
Returns for 3 years11.1642.9826%
Returns for 5 years29.7071.7841%
Returns for 10 years48.37129.4037%
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