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JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$22.67
Change+$0.30 (+1.34%)
VolumeN/A
Net Assets5.63B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JLVZX vs VVIAX Comparison Chart in %
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JLVZX vs. VVIAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. JLVZX (5.63B). VVIAX pays higher dividends than JLVZX: VVIAX (2.04) vs JLVZX (0.66). 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 : 6.10 vs. JLVZX (-2.36). VVIAX return over 5 years is better than : 60.40 vs. JLVZX (39.94).
| 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 | 14.526 | 12.640 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 208B | 3% |
| Annual Yield % from dividends | 0.66 | 2.04 | 32% |
| Returns for 1 year | -2.36 | 6.10 | -39% |
| Returns for 3 years | 17.39 | 30.82 | 56% |
| Returns for 5 years | 39.94 | 60.40 | 66% |
| Returns for 10 years | 64.62 | 128.90 | 50% |
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