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JVARX vs VIVAX
JVARX vs VIVAX Comparison
Open Charts JVARX vs VIVAX
JPMorgan Value Advantage R5
Price$37.57
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVARX vs VIVAX Comparison Chart
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JVARX vs. VIVAX 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 JVARX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVARX (8.69B). VIVAX pays higher dividends than JVARX: VIVAX (2.16) vs JVARX (1.59). 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 : 8.01 vs. JVARX (1.94). VIVAX return over 5 years is better than : 72.56 vs. JVARX (33.45).
| 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 | 0.240 | 2.419 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.59 | 2.16 | 74% |
| Returns for 1 year | 1.94 | 8.01 | 24% |
| Returns for 3 years | 7.17 | 32.20 | 22% |
| Returns for 5 years | 33.45 | 72.56 | 46% |
| Returns for 10 years | N/A | 103.54 | - |
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