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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$37.62
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVASX vs VIVAX Comparison Chart
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JVASX vs. VIVAX 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 JVASX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVASX (8.69B). VIVAX pays higher dividends than JVASX: VIVAX (2.16) vs JVASX (1.45). 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 : 8.01 vs. JVASX (1.79). VIVAX return over 5 years is better than : 72.56 vs. JVASX (32.76).
| JVASX | VIVAX | JVASX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.160 | 2.419 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.45 | 2.16 | 67% |
| Returns for 1 year | 1.79 | 8.01 | 22% |
| Returns for 3 years | 6.94 | 32.20 | 22% |
| Returns for 5 years | 32.76 | 72.56 | 45% |
| Returns for 10 years | 37.35 | 103.54 | 36% |
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