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JVAIX vs VIVIX
JVAIX vs VIVIX Comparison
Open Charts JVAIX vs VIVIX
JPMorgan Value Advantage L
Price$40.29
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index I
Price$73.89
Change+$0.39 (+0.53%)
VolumeN/A
Net Assets207.95B
JVAIX vs VIVIX Comparison Chart in %
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JVAIX vs. VIVIX commentary
Nov 14, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. JVAIX (8.97B). VIVIX pays higher dividends than JVAIX: VIVIX (2.10) vs JVAIX (1.51). 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 : 6.69 vs. JVAIX (-5.64). VIVIX return over 5 years is better than : 66.36 vs. JVAIX (24.21).
| 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 | 7.183 | 11.991 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 208B | 4% |
| Annual Yield % from dividends | 1.51 | 2.10 | 72% |
| Returns for 1 year | -5.64 | 6.69 | -84% |
| Returns for 3 years | 6.18 | 33.49 | 18% |
| Returns for 5 years | 24.21 | 66.36 | 36% |
| Returns for 10 years | 57.42 | 134.98 | 43% |
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