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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$40.60
Change+$0.35 (+0.87%)
VolumeN/A
Net Assets8.99B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JVASX vs VIVAX Comparison Chart in %
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JVASX vs. VIVAX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JVASX (8.99B). VIVAX pays higher dividends than JVASX: VIVAX (1.93) vs JVASX (1.35). 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: 36.00 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 : 6.09 vs. JVASX (-6.19). VIVAX return over 5 years is better than : 60.36 vs. JVASX (17.83).
| 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 | 8.094 | 12.616 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.99B | 208B | 4% |
| Annual Yield % from dividends | 1.35 | 1.93 | 70% |
| Returns for 1 year | -6.19 | 6.09 | -102% |
| Returns for 3 years | 4.77 | 30.80 | 15% |
| Returns for 5 years | 17.83 | 60.36 | 30% |
| Returns for 10 years | 53.69 | 128.96 | 42% |
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