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JVASX vs VIVAX
JVASX vs VIVAX Comparison
Open Charts JVASX vs VIVAX
JPMorgan Value Advantage I
Price$39.26
Change-$0.17 (-0.43%)
VolumeN/A
Net Assets8.97B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
JVASX vs VIVAX Comparison Chart in %
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JVASX vs. VIVAX commentary
Aug 18, 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: 196B vs. JVASX (8.97B). VIVAX pays higher dividends than JVASX: VIVAX (2.06) vs JVASX (1.42). 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 : 7.90 vs. JVASX (0.39). VIVAX return over 5 years is better than : 68.56 vs. JVASX (30.55).
| 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 | 4.526 | 6.512 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 196B | 5% |
| Annual Yield % from dividends | 1.42 | 2.06 | 69% |
| Returns for 1 year | 0.39 | 7.90 | 5% |
| Returns for 3 years | 0.93 | 25.93 | 4% |
| Returns for 5 years | 30.55 | 68.56 | 45% |
| Returns for 10 years | 43.33 | 114.64 | 38% |
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