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JVAYX vs VVIAX
JVAYX vs VVIAX Comparison
Open Charts JVAYX vs VVIAX
JPMorgan Value Advantage R6
Price$39.66
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JVAYX vs VVIAX Comparison Chart in %
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JVAYX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JVAYX (9.13B). VVIAX pays higher dividends than JVAYX: VVIAX (2.18) vs JVAYX (1.63). JVAYX was incepted earlier than VVIAX: JVAYX (9 years) vs VVIAX (25 years). JVAYX (0.59) is less costly to investors than VVIAX (0.05). JVAYX is a more actively managed with annual turnover of: 17.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than JVAYX: VVIAX (3000) vs JVAYX (15000000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. JVAYX (7.40). VVIAX return over 5 years is better than : 80.13 vs. JVAYX (43.07).
| JVAYX | VVIAX | JVAYX / VVIAX | |
| Total Expense Ratio | 0.50 | 0.05 | 1,000% |
| Annual Report Gross Expense Ratio | 0.59 | 0.05 | 1,180% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.732 | 6.198 | 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 | 2.18 | 75% |
| Returns for 1 year | 7.40 | 12.03 | 62% |
| Returns for 3 years | 11.99 | 35.17 | 34% |
| Returns for 5 years | 43.07 | 80.13 | 54% |
| Returns for 10 years | N/A | 115.67 | - |