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JVAAX vs VVIAX
JVAAX vs VVIAX Comparison
Open Charts JVAAX vs VVIAX
JPMorgan Value Advantage A
Price$39.24
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAAX vs VVIAX Comparison Chart in %
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JVAAX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVAAX (9.13B). VVIAX pays higher dividends than JVAAX: VVIAX (2.18) vs JVAAX (1.20). JVAAX was incepted earlier than VVIAX: JVAAX (20 years) vs VVIAX (25 years). JVAAX (1.10) is less costly to investors than VVIAX (0.05). JVAAX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVAAX has a lower initial minimum investment than VVIAX: JVAAX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. JVAAX (6.77). VVIAX return over 5 years is better than : 80.13 vs. JVAAX (39.70).
| JVAAX | VVIAX | JVAAX / VVIAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.456 | 6.198 | 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 | 2.18 | 55% |
| Returns for 1 year | 6.77 | 12.03 | 56% |
| Returns for 3 years | 10.58 | 35.17 | 30% |
| Returns for 5 years | 39.70 | 80.13 | 50% |
| Returns for 10 years | 42.64 | 115.67 | 37% |
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