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JVARX vs VVIAX
JVARX vs VVIAX Comparison
Open Charts JVARX vs VVIAX
JPMorgan Value Advantage R5
Price$39.62
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.11B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
JVARX vs VVIAX Comparison Chart in %
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JVARX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JVARX (9.11B). VVIAX pays higher dividends than JVARX: VVIAX (2.18) vs JVARX (1.54). 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 : 9.75 vs. JVARX (2.81). VVIAX return over 5 years is better than : 74.87 vs. JVARX (37.97).
| 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 | 5.710 | 6.714 | 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 | 2.18 | 71% |
| Returns for 1 year | 2.81 | 9.75 | 29% |
| Returns for 3 years | 10.16 | 34.32 | 30% |
| Returns for 5 years | 37.97 | 74.87 | 51% |
| Returns for 10 years | N/A | 116.26 | - |
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