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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$21.87
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets5.33B
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
JLVRX vs VVIAX Comparison Chart in %
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JLVRX vs. VVIAX commentary
Oct 19, 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.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JLVRX (5.33B). VVIAX pays higher dividends than JLVRX: VVIAX (2.08) vs JLVRX (1.23). 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: 185.00 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 : 4.64 vs. JLVRX (-0.83). VVIAX return over 5 years is better than : 71.80 vs. JLVRX (65.54).
| JLVRX | VVIAX | JLVRX / VVIAX | |
| Total Expense Ratio | 0.54 | 0.05 | 1,080% |
| Annual Report Gross Expense Ratio | 0.61 | 0.05 | 1,220% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 10.844 | 9.746 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 208B | 3% |
| Annual Yield % from dividends | 1.23 | 2.08 | 59% |
| Returns for 1 year | -0.83 | 4.64 | -18% |
| Returns for 3 years | 28.06 | 43.00 | 65% |
| Returns for 5 years | 65.54 | 71.80 | 91% |
| Returns for 10 years | 71.11 | 129.42 | 55% |
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