JLVRX
Price
$21.11
Change
+$0.09 (+0.43%)
Updated
Jul 25 closing price
Net Assets
5.18B
VVIAX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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JLVRX vs VVIAX

Header iconJLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAXBanner chart's image
JPMorgan Large Cap Value R5
Price$21.11
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets5.18B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
JLVRX vs VVIAX Comparison Chart in %
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JLVRX vs. VVIAX commentary
Jul 28, 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 JLVRX is a Buy and VVIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JLVRX (5.18B). VVIAX pays higher dividends than JLVRX: VVIAX (2.18) vs JLVRX (1.31). JLVRX was incepted earlier than VVIAX: JLVRX (19 years) vs VVIAX (25 years). JLVRX (0.61) is less costly to investors than VVIAX (0.05). JLVRX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (9.00). JLVRX has a lower initial minimum investment than VVIAX: JLVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. JLVRX (4.06). VVIAX return over 5 years is better than : 74.87 vs. JLVRX (70.13).
JLVRXVVIAXJLVRX / VVIAX
Total Expense Ratio0.540.051,080%
Annual Report Gross Expense Ratio0.610.051,220%
Fund Existence19 years25 years-
Gain YTD6.5706.71498%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.18B195B3%
Annual Yield % from dividends1.312.1860%
Returns for 1 year4.069.7542%
Returns for 3 years20.6934.3260%
Returns for 5 years70.1374.8794%
Returns for 10 years60.67116.2652%
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