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JVAQX vs VIVIX
JVAQX vs VIVIX Comparison
Open Charts JVAQX vs VIVIX
JPMorgan Value Advantage R4
Price$37.95
Change-$0.46 (-1.20%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVAQX vs VIVIX Comparison Chart
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JVAQX vs. VIVIX 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 JVAQX is a StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JVAQX (8.69B). VIVIX pays higher dividends than JVAQX: VIVIX (2.29) vs JVAQX (1.51). JVAQX was incepted earlier than VIVIX: JVAQX (9 years) vs VIVIX (27 years). JVAQX (1.03) is less costly to investors than VIVIX (0.04). JVAQX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVAQX has a lower initial minimum investment than VIVIX: JVAQX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. JVAQX (1.85). VIVIX return over 5 years is better than : 72.56 vs. JVAQX (34.02).
| JVAQX | VIVIX | JVAQX / VIVIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 0.158 | 2.452 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.51 | 2.29 | 66% |
| Returns for 1 year | 1.85 | 8.01 | 23% |
| Returns for 3 years | 8.03 | 32.19 | 25% |
| Returns for 5 years | 34.02 | 72.56 | 47% |
| Returns for 10 years | N/A | 103.54 | - |
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