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JVAIX vs VIVIX
JVAIX vs VIVIX Comparison
Open Charts JVAIX vs VIVIX
JPMorgan Value Advantage L
Price$39.58
Change+$0.23 (+0.58%)
VolumeN/A
Net Assets8.98B
Vanguard Value Index I
Price$70.65
Change+$0.33 (+0.47%)
VolumeN/A
Net Assets195.81B
JVAIX vs VIVIX Comparison Chart in %
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JVAIX vs. VIVIX commentary
Aug 20, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. JVAIX (8.98B). VIVIX pays higher dividends than JVAIX: VIVIX (2.19) vs JVAIX (1.54). JVAIX was incepted earlier than VIVIX: JVAIX (20 years) vs VIVIX (27 years). JVAIX (0.69) is less costly to investors than VIVIX (0.04). JVAIX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVAIX has a lower initial minimum investment than VIVIX: JVAIX (3000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.37 vs. JVAIX (0.04). VIVIX return over 5 years is better than : 71.86 vs. JVAIX (35.54).
| JVAIX | VIVIX | JVAIX / VIVIX | |
| Total Expense Ratio | 0.69 | 0.04 | 1,725% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 5.294 | 7.048 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 196B | 5% |
| Annual Yield % from dividends | 1.54 | 2.19 | 70% |
| Returns for 1 year | 0.04 | 7.37 | 1% |
| Returns for 3 years | 3.38 | 27.63 | 12% |
| Returns for 5 years | 35.54 | 71.86 | 49% |
| Returns for 10 years | 54.05 | 128.52 | 42% |
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