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JVAYX vs VIVIX
JVAYX vs VIVIX Comparison
Open Charts JVAYX vs VIVIX
JPMorgan Value Advantage R6
Price$39.66
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAYX vs VIVIX Comparison Chart in %
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JVAYX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JVAYX (9.13B). VIVIX pays higher dividends than JVAYX: VIVIX (2.19) vs JVAYX (1.63). JVAYX was incepted earlier than VIVIX: JVAYX (9 years) vs VIVIX (27 years). JVAYX (0.59) is less costly to investors than VIVIX (0.04). JVAYX is a more actively managed with annual turnover of: 17.00 vs. VIVIX (9.00). VIVIX has a lower initial minimum investment than JVAYX: VIVIX (5000000) vs JVAYX (15000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. JVAYX (7.40). VIVIX return over 5 years is better than : 80.14 vs. JVAYX (43.07).
| JVAYX | VIVIX | JVAYX / VIVIX | |
| Total Expense Ratio | 0.50 | 0.04 | 1,250% |
| Annual Report Gross Expense Ratio | 0.59 | 0.04 | 1,475% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 5.732 | 6.215 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 189B | 5% |
| Annual Yield % from dividends | 1.63 | 2.19 | 74% |
| Returns for 1 year | 7.40 | 12.05 | 61% |
| Returns for 3 years | 11.99 | 35.17 | 34% |
| Returns for 5 years | 43.07 | 80.14 | 54% |
| Returns for 10 years | N/A | 115.68 | - |
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