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JVAIX vs VIVAX
JVAIX vs VIVAX Comparison
Open Charts JVAIX vs VIVAX
JPMorgan Value Advantage L
Price$37.67
Change-$0.46 (-1.21%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVAIX vs VIVAX Comparison Chart
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JVAIX vs. VIVAX commentary
Jun 16, 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 JVAIX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVAIX (8.69B). VIVAX pays higher dividends than JVAIX: VIVAX (2.16) vs JVAIX (1.58). JVAIX was incepted earlier than VIVAX: JVAIX (20 years) vs VIVAX (33 years). JVAIX (0.69) is less costly to investors than VIVAX (0.17). JVAIX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JVAIX: VIVAX (3000) vs JVAIX (3000000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. JVAIX (1.93). VIVAX return over 5 years is better than : 72.56 vs. JVAIX (33.59).
| JVAIX | VIVAX | JVAIX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.69 | 0.17 | 406% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.213 | 2.419 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.58 | 2.16 | 73% |
| Returns for 1 year | 1.93 | 8.01 | 24% |
| Returns for 3 years | 7.24 | 32.20 | 22% |
| Returns for 5 years | 33.59 | 72.56 | 46% |
| Returns for 10 years | 38.62 | 103.54 | 37% |
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