Interact to see
Advertisement
Advertisement
JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$37.57
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVARX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVARX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVARX (8.69B). VVIAX pays higher dividends than JVARX: VVIAX (2.28) vs JVARX (1.59). JVARX was incepted earlier than VVIAX: JVARX (9 years) vs VVIAX (25 years). JVARX (0.69) is less costly to investors than VVIAX (0.05). JVARX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). JVARX has a lower initial minimum investment than VVIAX: JVARX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 8.01 vs. JVARX (1.94). VVIAX return over 5 years is better than : 72.56 vs. JVARX (33.45).
| JVARX | VVIAX | JVARX / VVIAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.69 | 0.05 | 1,380% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.240 | 2.436 | 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 | 2.28 | 70% |
| Returns for 1 year | 1.94 | 8.01 | 24% |
| Returns for 3 years | 7.17 | 32.19 | 22% |
| Returns for 5 years | 33.45 | 72.56 | 46% |
| Returns for 10 years | N/A | 103.54 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CIMEX | 26.09 | -0.14 | -0.53% |
| American Funds Income Fund of Amer 529E | |||
| BLRYX | 11.73 | -0.10 | -0.85% |
| Brookfield Global Listed Real Estate I | |||
| IHOIX | 20.93 | -0.26 | -1.23% |
| Hartford International Opportunities I | |||
| WOGSX | 143.72 | -1.99 | -1.37% |
| White Oak Select Growth | |||
| SCMGX | 32.86 | -0.52 | -1.56% |
| Sands Capital Global Growth Inst | |||