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JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$21.61
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.54B
Vanguard Value Index Adm
Price$75.21
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets215.53B
JLVZX vs VVIAX Comparison Chart in %
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JLVZX vs. VVIAX commentary
Dec 28, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. JLVZX (5.54B). 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 (1.26) 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 : 12.41 vs. JLVZX (7.18). VVIAX return over 5 years is better than : 64.92 vs. JLVZX (34.63).
| JLVZX | VVIAX | JLVZX / VVIAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.26 | 0.05 | 2,520% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 9.171 | 13.974 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 216B | 3% |
| Annual Yield % from dividends | 0.66 | 2.04 | 32% |
| Returns for 1 year | 7.18 | 12.41 | 58% |
| Returns for 3 years | 22.80 | 37.41 | 61% |
| Returns for 5 years | 34.63 | 64.92 | 53% |
| Returns for 10 years | 80.58 | 133.33 | 60% |
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