Interact to see
Advertisement
Advertisement
JVARX vs VIVIX
JVARX vs VIVIX Comparison
Open Charts JVARX vs VIVIX
JPMorgan Value Advantage R5
Price$39.61
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVARX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVARX vs. VIVIX commentary
Jul 06, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JVARX (9.13B). VIVIX pays higher dividends than JVARX: VIVIX (2.19) vs JVARX (1.54). JVARX was incepted earlier than VIVIX: JVARX (9 years) vs VIVIX (27 years). JVARX (0.69) is less costly to investors than VIVIX (0.04). JVARX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVARX has a lower initial minimum investment than VIVIX: JVARX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. JVARX (7.27). VIVIX return over 5 years is better than : 80.14 vs. JVARX (42.35).
| JVARX | VIVIX | JVARX / VIVIX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 5.683 | 6.215 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.54 | 2.19 | 70% |
| Returns for 1 year | 7.27 | 12.05 | 60% |
| Returns for 3 years | 11.69 | 35.17 | 33% |
| Returns for 5 years | 42.35 | 80.14 | 53% |
| Returns for 10 years | N/A | 115.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TRFM | 43.40 | 0.60 | +1.41% |
| AAM Transformers ETF | |||
| VFMO | 173.74 | 1.95 | +1.14% |
| Vanguard US Momentum Factor ETF | |||
| KEUA | 24.15 | 0.23 | +0.94% |
| KraneShares European Carb Allw Stgy ETF | |||
| IPKW | 48.84 | 0.18 | +0.37% |
| Invesco Intl BuyBack Achiev™ ETF | |||
| CPSM | 27.89 | 0.02 | +0.07% |
| Calamos S&P 500 Str Alt Prt ETF-May | |||