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JVARX vs VIVAX
JVARX vs VIVAX Comparison
Open Charts JVARX vs VIVAX
JPMorgan Value Advantage R5
Price$39.99
Change-$0.28 (-0.70%)
VolumeN/A
Net Assets9.1B
Vanguard Value Index I
Price$71.08
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets202.84B
JVARX vs VIVAX Comparison Chart in %
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JVARX vs. VIVAX commentary
Sep 09, 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: 203B vs. JVARX (9.1B). VIVAX pays higher dividends than JVARX: VIVAX (1.99) vs JVARX (1.49). 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 : 7.74 vs. JVARX (0.74). VIVAX return over 5 years is better than : 70.18 vs. JVARX (34.76).
| 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 | 7.097 | 7.845 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.1B | 203B | 4% |
| Annual Yield % from dividends | 1.49 | 1.99 | 75% |
| Returns for 1 year | 0.74 | 7.74 | 10% |
| Returns for 3 years | 11.85 | 36.63 | 32% |
| Returns for 5 years | 34.76 | 70.18 | 50% |
| Returns for 10 years | N/A | 131.64 | - |
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