Interact to see
Advertisement
Advertisement
JVAQX vs VIVIX
JVAQX vs VIVIX Comparison
Open Charts JVAQX vs VIVIX
JPMorgan Value Advantage R4
Price$40.02
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.11B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
JVAQX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAQX vs. VIVIX commentary
Jul 27, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. JVAQX (9.11B). VIVIX pays higher dividends than JVAQX: VIVIX (2.19) vs JVAQX (1.47). 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 : 9.75 vs. JVAQX (2.74). VIVIX return over 5 years is better than : 74.87 vs. JVAQX (38.60).
| 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 | 5.622 | 6.730 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 195B | 5% |
| Annual Yield % from dividends | 1.47 | 2.19 | 67% |
| Returns for 1 year | 2.74 | 9.75 | 28% |
| Returns for 3 years | 11.04 | 34.32 | 32% |
| Returns for 5 years | 38.60 | 74.87 | 52% |
| Returns for 10 years | N/A | 116.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement