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JVAIX vs VIVIX
JVAIX vs VIVIX Comparison
Open Charts JVAIX vs VIVIX
JPMorgan Value Advantage L
Price$39.72
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAIX vs VIVIX Comparison Chart in %
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JVAIX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JVAIX (9.13B). VIVIX pays higher dividends than JVAIX: VIVIX (2.19) vs JVAIX (1.53). 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 : 12.05 vs. JVAIX (7.30). VIVIX return over 5 years is better than : 80.14 vs. JVAIX (42.52).
| 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 | 5.666 | 6.215 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.53 | 2.19 | 70% |
| Returns for 1 year | 7.30 | 12.05 | 61% |
| Returns for 3 years | 11.79 | 35.17 | 34% |
| Returns for 5 years | 42.52 | 80.14 | 53% |
| Returns for 10 years | 47.42 | 115.68 | 41% |
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