Interact to see
Advertisement
Advertisement
JVAYX vs VIVAX
JVAYX vs VIVAX Comparison
Open Charts JVAYX vs VIVAX
JPMorgan Value Advantage R6
Price$39.66
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAYX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAYX vs. VIVAX commentary
Jul 06, 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 JVAYX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JVAYX (9.13B). VIVAX pays higher dividends than JVAYX: VIVAX (2.06) vs JVAYX (1.63). JVAYX was incepted earlier than VIVAX: JVAYX (9 years) vs VIVAX (33 years). JVAYX (0.59) is less costly to investors than VIVAX (0.17). JVAYX is a more actively managed with annual turnover of: 17.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JVAYX: VIVAX (3000) vs JVAYX (15000000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JVAYX (7.40). VIVAX return over 5 years is better than : 80.14 vs. JVAYX (43.07).
| JVAYX | VIVAX | JVAYX / VIVAX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.59 | 0.17 | 347% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 5.732 | 6.209 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.63 | 2.06 | 79% |
| Returns for 1 year | 7.40 | 12.04 | 61% |
| Returns for 3 years | 11.99 | 35.16 | 34% |
| Returns for 5 years | 43.07 | 80.14 | 54% |
| Returns for 10 years | N/A | 115.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HIBL | 46.68 | 1.47 | +3.25% |
| Direxion Daily S&P 500® Hi Bt Bl 3X ETF | |||
| LRGG | 28.89 | 0.30 | +1.05% |
| Macquarie Focused Large Growth ETF | |||
| NBCE | 27.23 | N/A | N/A |
| Neuberger Berman China Equity ETF | |||
| AVIG | 41.34 | -0.08 | -0.19% |
| Avantis Core Fixed Income ETF | |||
| GOVZ | 9.41 | -0.11 | -1.10% |
| iShares 25+ Year Treasury STRIPS Bd ETF | |||