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JVAIX vs VIVAX
JVAIX vs VIVAX Comparison
Open Charts JVAIX vs VIVAX
JPMorgan Value Advantage L
Price$37.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.93B
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
JVAIX vs VIVAX Comparison Chart in %
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JVAIX vs. VIVAX commentary
Dec 29, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. JVAIX (8.93B). VIVAX pays higher dividends than JVAIX: VIVAX (1.93) vs JVAIX (1.47). JVAIX was incepted earlier than VIVAX: JVAIX (21 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: 36.00 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 : 12.38 vs. JVAIX (-2.79). VIVAX return over 5 years is better than : 64.90 vs. JVAIX (10.44).
| JVAIX | VIVAX | JVAIX / VIVAX | |
| Total Expense Ratio | 0.69 | 0.17 | 406% |
| Annual Report Gross Expense Ratio | 0.69 | 0.17 | 406% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | -1.570 | 13.965 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.93B | 216B | 4% |
| Annual Yield % from dividends | 1.47 | 1.93 | 76% |
| Returns for 1 year | -2.79 | 12.38 | -22% |
| Returns for 3 years | 10.15 | 37.39 | 27% |
| Returns for 5 years | 10.44 | 64.90 | 16% |
| Returns for 10 years | 45.99 | 133.35 | 34% |
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