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JVAIX vs VIVAX
JVAIX vs VIVAX Comparison
Open Charts JVAIX vs VIVAX
JPMorgan Value Advantage L
Price$39.72
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAIX vs VIVAX Comparison Chart in %
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JVAIX vs. VIVAX 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 JVAIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVAIX (9.13B). VIVAX pays higher dividends than JVAIX: VIVAX (2.06) vs JVAIX (1.53). 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 : 12.04 vs. JVAIX (7.30). VIVAX return over 5 years is better than : 80.14 vs. JVAIX (42.52).
| 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 | 5.666 | 6.209 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.53 | 2.06 | 74% |
| Returns for 1 year | 7.30 | 12.04 | 61% |
| Returns for 3 years | 11.79 | 35.16 | 34% |
| Returns for 5 years | 42.52 | 80.14 | 53% |
| Returns for 10 years | 47.42 | 115.74 | 41% |
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