Interact to see
Advertisement
Advertisement
JVAYX vs VIVIX
JVAYX vs VIVIX Comparison
Open Charts JVAYX vs VIVIX
JPMorgan Value Advantage R6
Price$39.67
Change+$0.15 (+0.38%)
VolumeN/A
Net Assets9.11B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
JVAYX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVAYX vs. VIVIX commentary
Jul 27, 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: 195B vs. JVAYX (9.11B). 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 : 9.75 vs. JVAYX (2.91). VIVIX return over 5 years is better than : 74.87 vs. JVAYX (38.62).
| 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 | 5.758 | 6.730 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.11B | 195B | 5% |
| Annual Yield % from dividends | 1.63 | 2.19 | 74% |
| Returns for 1 year | 2.91 | 9.75 | 30% |
| Returns for 3 years | 10.45 | 34.32 | 30% |
| Returns for 5 years | 38.62 | 74.87 | 52% |
| Returns for 10 years | N/A | 116.26 | - |
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 % |
| THIR | 29.96 | 0.25 | +0.84% |
| THOR Index Rotation ETF | |||
| SOLR | 29.46 | 0.16 | +0.55% |
| SmartETFs Sustainable Energy II ETF | |||
| AOD | 9.07 | 0.04 | +0.44% |
| abrdn Total Dynamic Dividend Fund | |||
| VALQ | 62.89 | 0.03 | +0.05% |
| American Century® U.S. Quality Value ETF | |||
| UMAY | 35.26 | N/A | N/A |
| Innovator U.S. Equity Ultra BffrETF™-May | |||