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JVAIX vs VIVAX
JVAIX vs VIVAX Comparison
Open Charts JVAIX vs VIVAX
JPMorgan Value Advantage L
Price$40.10
Change+$0.37 (+0.93%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
JVAIX vs VIVAX Comparison Chart in %
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JVAIX vs. VIVAX commentary
Sep 28, 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: 203B vs. JVAIX (8.98B). VIVAX pays higher dividends than JVAIX: VIVAX (1.99) vs JVAIX (1.48). 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: 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 : 7.64 vs. JVAIX (-1.29). VIVAX return over 5 years is better than : 81.78 vs. JVAIX (41.64).
| 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 | 6.677 | 10.222 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 203B | 4% |
| Annual Yield % from dividends | 1.48 | 1.99 | 74% |
| Returns for 1 year | -1.29 | 7.64 | -17% |
| Returns for 3 years | 19.90 | 50.22 | 40% |
| Returns for 5 years | 41.64 | 81.78 | 51% |
| Returns for 10 years | 64.35 | 147.68 | 44% |
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