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JVAPX vs VIVAX
JVAPX vs VIVAX Comparison
Open Charts JVAPX vs VIVAX
JPMorgan Value Advantage R3
Price$36.53
Change-$0.44 (-1.19%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVAPX vs VIVAX Comparison Chart
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JVAPX vs. VIVAX commentary
Jun 16, 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 JVAPX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVAPX (8.69B). VIVAX pays higher dividends than JVAPX: VIVAX (2.16) vs JVAPX (1.28). JVAPX was incepted earlier than VIVAX: JVAPX (9 years) vs VIVAX (33 years). JVAPX (1.16) is less costly to investors than VIVAX (0.17). JVAPX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). JVAPX has a lower initial minimum investment than VIVAX: JVAPX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. JVAPX (1.27). VIVAX return over 5 years is better than : 72.56 vs. JVAPX (30.37).
| JVAPX | VIVAX | JVAPX / VIVAX | |
| Total Expense Ratio | 1.00 | 0.17 | 588% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 0.027 | 2.419 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.28 | 2.16 | 59% |
| Returns for 1 year | 1.27 | 8.01 | 16% |
| Returns for 3 years | 5.85 | 32.20 | 18% |
| Returns for 5 years | 30.37 | 72.56 | 42% |
| Returns for 10 years | N/A | 103.54 | - |
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