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JVASX vs VIVIX
JVASX vs VIVIX Comparison
Open Charts JVASX vs VIVIX
JPMorgan Value Advantage I
Price$37.62
Change-$0.45 (-1.18%)
VolumeN/A
Net Assets8.69B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JVASX vs VIVIX Comparison Chart
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JVASX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JVASX (8.69B). VIVIX pays higher dividends than JVASX: VIVIX (2.29) vs JVASX (1.45). JVASX was incepted earlier than VIVIX: JVASX (20 years) vs VIVIX (27 years). JVASX (0.84) is less costly to investors than VIVIX (0.04). JVASX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). JVASX has a lower initial minimum investment than VIVIX: JVASX (1000000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. JVASX (1.79). VIVIX return over 5 years is better than : 72.56 vs. JVASX (32.76).
| JVASX | VIVIX | JVASX / VIVIX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 0.160 | 2.452 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 189B | 5% |
| Annual Yield % from dividends | 1.45 | 2.29 | 63% |
| Returns for 1 year | 1.79 | 8.01 | 22% |
| Returns for 3 years | 6.94 | 32.19 | 22% |
| Returns for 5 years | 32.76 | 72.56 | 45% |
| Returns for 10 years | 37.35 | 103.54 | 36% |
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