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JVAPX vs VVIAX
JVAPX vs VVIAX Comparison
Open Charts JVAPX vs VVIAX
JPMorgan Value Advantage R3
Price$38.51
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAPX vs VVIAX Comparison Chart in %
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JVAPX vs. VVIAX 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 JVAPX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVAPX (9.13B). VVIAX pays higher dividends than JVAPX: VVIAX (2.18) vs JVAPX (1.24). JVAPX was incepted earlier than VVIAX: JVAPX (9 years) vs VVIAX (25 years). JVAPX (1.16) is less costly to investors than VVIAX (0.05). JVAPX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVAPX has a lower initial minimum investment than VVIAX: JVAPX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. JVAPX (6.61). VVIAX return over 5 years is better than : 80.13 vs. JVAPX (39.08).
| JVAPX | VVIAX | JVAPX / VVIAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.449 | 6.198 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.24 | 2.18 | 57% |
| Returns for 1 year | 6.61 | 12.03 | 55% |
| Returns for 3 years | 10.31 | 35.17 | 29% |
| Returns for 5 years | 39.08 | 80.13 | 49% |
| Returns for 10 years | N/A | 115.67 | - |
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