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JVAIX vs VVIAX
JVAIX vs VVIAX Comparison
Open Charts JVAIX vs VVIAX
JPMorgan Value Advantage L
Price$40.34
Change-$0.07 (-0.17%)
VolumeN/A
Net Assets8.94B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JVAIX vs VVIAX Comparison Chart in %
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JVAIX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JVAIX (8.94B). VVIAX pays higher dividends than JVAIX: VVIAX (2.04) vs JVAIX (1.47). JVAIX was incepted earlier than VVIAX: JVAIX (21 years) vs VVIAX (25 years). JVAIX (0.69) is less costly to investors than VVIAX (0.05). JVAIX is a more actively managed with annual turnover of: 36.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than JVAIX: VVIAX (3000) vs JVAIX (3000000). VVIAX annual gain was more profitable for investors over the last year : 4.76 vs. JVAIX (-7.32). VVIAX return over 5 years is better than : 61.18 vs. JVAIX (19.47).
| JVAIX | VVIAX | JVAIX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.69 | 0.05 | 1,380% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 7.502 | 11.776 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 208B | 4% |
| Annual Yield % from dividends | 1.47 | 2.04 | 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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