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JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$22.05
Change-$0.31 (-1.39%)
VolumeN/A
Net Assets5.53B
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
JLVZX vs VVIAX Comparison Chart in %
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JLVZX vs. VVIAX commentary
Nov 14, 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 JLVZX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JLVZX (5.53B). VVIAX pays higher dividends than JLVZX: VVIAX (2.09) vs JLVZX (0.67). JLVZX was incepted earlier than VVIAX: JLVZX (17 years) vs VVIAX (25 years). JLVZX (1.27) is less costly to investors than VVIAX (0.05). JLVZX is a more actively managed with annual turnover of: 185.00 vs. VVIAX (9.00). JLVZX has a lower initial minimum investment than VVIAX: JLVZX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.48 vs. JLVZX (-1.67). VVIAX return over 5 years is better than : 64.69 vs. JLVZX (50.54).
| JLVZX | VVIAX | JLVZX / VVIAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 12.960 | 10.852 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 208B | 3% |
| Annual Yield % from dividends | 0.67 | 2.09 | 32% |
| Returns for 1 year | -1.67 | 5.48 | -31% |
| Returns for 3 years | 18.11 | 32.94 | 55% |
| Returns for 5 years | 50.54 | 64.69 | 78% |
| Returns for 10 years | 67.58 | 128.99 | 52% |
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