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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$20.84
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets5.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JLVMX vs VVIAX Comparison Chart in %
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JLVMX 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 JLVMX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JLVMX (5.13B). VVIAX pays higher dividends than JLVMX: VVIAX (2.18) vs JLVMX (1.42). JLVMX was incepted earlier than VVIAX: JLVMX (15 years) vs VVIAX (25 years). JLVMX (0.50) is less costly to investors than VVIAX (0.05). JLVMX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than JLVMX: VVIAX (3000) vs JLVMX (15000000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. JLVMX (6.37). VVIAX (80.13) and JLVMX (77.21) have equivalent 5 years return.
| JLVMX | VVIAX | JLVMX / VVIAX | |
| Total Expense Ratio | 0.44 | 0.05 | 880% |
| Annual Report Gross Expense Ratio | 0.50 | 0.05 | 1,000% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 6.227 | 6.198 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 189B | 3% |
| Annual Yield % from dividends | 1.42 | 2.18 | 65% |
| Returns for 1 year | 6.37 | 12.03 | 53% |
| Returns for 3 years | 22.04 | 35.17 | 63% |
| Returns for 5 years | 77.21 | 80.13 | 96% |
| Returns for 10 years | 60.49 | 115.67 | 52% |