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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$22.56
Change+$0.61 (+2.78%)
VolumeN/A
Net Assets5.55B
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
JLVRX vs VVIAX Comparison Chart in %
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JLVRX vs. VVIAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. JLVRX (5.55B). VVIAX pays higher dividends than JLVRX: VVIAX (1.95) vs JLVRX (1.29). JLVRX was incepted earlier than VVIAX: JLVRX (20 years) vs VVIAX (25 years). JLVRX (0.60) 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 : 15.08 vs. JLVRX (10.64). VVIAX return over 5 years is better than : 66.27 vs. JLVRX (34.88).
| JLVRX | VVIAX | JLVRX / VVIAX | |
| Total Expense Ratio | 0.54 | 0.05 | 1,080% |
| Annual Report Gross Expense Ratio | 0.60 | 0.05 | 1,200% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 5.569 | 5.999 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 218B | 3% |
| Annual Yield % from dividends | 1.29 | 1.95 | 66% |
| Returns for 1 year | 10.64 | 15.08 | 71% |
| Returns for 3 years | 22.61 | 41.04 | 55% |
| Returns for 5 years | 34.88 | 66.27 | 53% |
| Returns for 10 years | 123.58 | 167.18 | 74% |
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