Interact to see
Advertisement
Advertisement
JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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.
| 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 | 6.217 | 6.198 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 189B | 3% |
| Annual Yield % from dividends | 1.31 | 2.18 | 60% |
| Returns for 1 year | 6.35 | 12.03 | 53% |
| Returns for 3 years | 21.97 | 35.17 | 62% |
| Returns for 5 years | 76.84 | 80.13 | 96% |
| Returns for 10 years | 59.82 | 115.67 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement