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JVAIX vs VIVIX
JVAIX vs VIVIX Comparison
Open Charts JVAIX vs VIVIX
JPMorgan Value Advantage L
Price$40.69
Change+$0.35 (+0.87%)
VolumeN/A
Net Assets8.99B
Vanguard Value Index I
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JVAIX vs VIVIX Comparison Chart in %
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JVAIX vs. VIVIX commentary
Dec 04, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. JVAIX (8.99B). VIVIX pays higher dividends than JVAIX: VIVIX (2.05) vs JVAIX (1.47). JVAIX was incepted earlier than VIVIX: JVAIX (21 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: 36.00 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 : 4.76 vs. JVAIX (-7.32). VIVIX return over 5 years is better than : 61.18 vs. JVAIX (19.47).
| 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 | 21 years | 27 years | - |
| Gain YTD | 7.502 | 11.794 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 208B | 4% |
| Annual Yield % from dividends | 1.47 | 2.05 | 72% |
| Returns for 1 year | -7.32 | 4.76 | -154% |
| Returns for 3 years | 4.37 | 29.82 | 15% |
| Returns for 5 years | 19.47 | 61.18 | 32% |
| Returns for 10 years | 54.07 | 127.14 | 43% |
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