JLVRX
Price
$21.04
Change
+$0.07 (+0.33%)
Updated
Jul 3 closing price
Net Assets
5.13B
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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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$21.04
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets5.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JLVRX vs VVIAX Comparison Chart in %
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JLVRX vs. VVIAX commentary
Jul 07, 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: 189B vs. JLVRX (5.13B). 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 : 12.03 vs. JLVRX (6.35). VVIAX (80.13) and JLVRX (76.84) have equivalent 5 years return.
JLVRXVVIAXJLVRX / VVIAX
Total Expense Ratio0.540.051,080%
Annual Report Gross Expense Ratio0.610.051,220%
Fund Existence19 years25 years-
Gain YTD6.2176.198100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B189B3%
Annual Yield % from dividends1.312.1860%
Returns for 1 year6.3512.0353%
Returns for 3 years21.9735.1762%
Returns for 5 years76.8480.1396%
Returns for 10 years59.82115.6752%
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