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JVAQX vs VVIAX
JVAQX vs VVIAX Comparison
Open Charts JVAQX vs VVIAX
JPMorgan Value Advantage R4
Price$40.01
Change+$0.18 (+0.45%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAQX vs VVIAX Comparison Chart in %
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JVAQX 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 JVAQX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVAQX (9.13B). VVIAX pays higher dividends than JVAQX: VVIAX (2.18) vs JVAQX (1.47). JVAQX was incepted earlier than VVIAX: JVAQX (9 years) vs VVIAX (25 years). JVAQX (1.03) is less costly to investors than VVIAX (0.05). JVAQX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVAQX has a lower initial minimum investment than VVIAX: JVAQX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. JVAQX (7.18). VVIAX return over 5 years is better than : 80.13 vs. JVAQX (43.02).
| JVAQX | VVIAX | JVAQX / VVIAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 1.03 | 0.05 | 2,060% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.595 | 6.198 | 90% |
| 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 | 1.47 | 2.18 | 67% |
| Returns for 1 year | 7.18 | 12.03 | 60% |
| Returns for 3 years | 12.59 | 35.17 | 36% |
| Returns for 5 years | 43.02 | 80.13 | 54% |
| Returns for 10 years | N/A | 115.67 | - |
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