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JVARX vs VIVAX
JVARX vs VIVAX Comparison
Open Charts JVARX vs VIVAX
JPMorgan Value Advantage R5
Price$39.62
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.11B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
JVARX vs VIVAX Comparison Chart in %
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JVARX vs. VIVAX 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 JVARX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JVARX (9.11B). VIVAX pays higher dividends than JVARX: VIVAX (2.06) vs JVARX (1.54). 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 : 9.76 vs. JVARX (2.81). VIVAX return over 5 years is better than : 74.87 vs. JVARX (37.97).
| 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 | 5.710 | 6.724 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 195B | 5% |
| Annual Yield % from dividends | 1.54 | 2.06 | 75% |
| Returns for 1 year | 2.81 | 9.76 | 29% |
| Returns for 3 years | 10.16 | 34.31 | 30% |
| Returns for 5 years | 37.97 | 74.87 | 51% |
| Returns for 10 years | N/A | 116.32 | - |
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