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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$40.02
Change+$0.37 (+0.93%)
VolumeN/A
Net Assets9.06B
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
JVASX vs VIVAX Comparison Chart in %
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JVASX vs. VIVAX commentary
Sep 29, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. JVASX (9.06B). VIVAX pays higher dividends than JVASX: VIVAX (1.99) vs JVASX (1.36). JVASX was incepted earlier than VIVAX: JVASX (21 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 : 7.64 vs. JVASX (-1.46). VIVAX return over 5 years is better than : 81.78 vs. JVASX (40.76).
| JVASX | VIVAX | JVASX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 6.550 | 10.222 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 203B | 4% |
| Annual Yield % from dividends | 1.36 | 1.99 | 68% |
| Returns for 1 year | -1.46 | 7.64 | -19% |
| Returns for 3 years | 19.52 | 50.22 | 39% |
| Returns for 5 years | 40.76 | 81.78 | 50% |
| Returns for 10 years | 62.84 | 147.68 | 43% |
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