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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$39.66
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVASX vs VIVAX Comparison Chart in %
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JVASX vs. VIVAX commentary
Jul 07, 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 JVASX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVASX (9.13B). VIVAX pays higher dividends than JVASX: VIVAX (2.06) vs JVASX (1.41). JVASX was incepted earlier than VIVAX: JVASX (20 years) vs VIVAX (33 years). JVASX (0.84) is less costly to investors than VIVAX (0.17). JVASX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JVASX: VIVAX (3000) vs JVASX (1000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JVASX (7.13). VIVAX return over 5 years is better than : 80.14 vs. JVASX (41.66).
| JVASX | VIVAX | JVASX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 5.591 | 6.209 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.41 | 2.06 | 68% |
| Returns for 1 year | 7.13 | 12.04 | 59% |
| Returns for 3 years | 11.45 | 35.16 | 33% |
| Returns for 5 years | 41.66 | 80.14 | 52% |
| Returns for 10 years | 46.04 | 115.74 | 40% |