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JVARX vs VIVAX
JVARX vs VIVAX Comparison
Open Charts JVARX vs VIVAX
JPMorgan Value Advantage R5
Price$39.22
Change-$0.17 (-0.43%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
JVARX vs VIVAX Comparison Chart in %
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JVARX vs. VIVAX commentary
Aug 18, 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 JVARX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JVARX (8.97B). VIVAX pays higher dividends than JVARX: VIVAX (2.06) vs JVARX (1.55). JVARX was incepted earlier than VIVAX: JVARX (9 years) vs VIVAX (33 years). JVARX (0.69) is less costly to investors than VIVAX (0.17). JVARX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). JVARX has a lower initial minimum investment than VIVAX: JVARX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. JVARX (0.54). VIVAX return over 5 years is better than : 68.56 vs. JVARX (31.22).
| JVARX | VIVAX | JVARX / VIVAX | |
| Total Expense Ratio | 0.60 | 0.17 | 353% |
| Annual Report Gross Expense Ratio | 0.69 | 0.17 | 406% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 4.642 | 6.512 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 196B | 5% |
| Annual Yield % from dividends | 1.55 | 2.06 | 75% |
| Returns for 1 year | 0.54 | 7.90 | 7% |
| Returns for 3 years | 1.15 | 25.93 | 4% |
| Returns for 5 years | 31.22 | 68.56 | 46% |
| Returns for 10 years | N/A | 114.64 | - |
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