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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$19.27
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets4.75B
Vanguard Value Index Adm
Price$66.11
Change-$0.29 (-0.44%)
VolumeN/A
Net Assets195.24B
JLVMX vs VVIAX Comparison Chart
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JLVMX vs. VVIAX commentary
Mar 13, 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 JLVMX is a Hold and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JLVMX (4.75B). VVIAX pays higher dividends than JLVMX: VVIAX (2.19) vs JLVMX (1.48). JLVMX was incepted earlier than VVIAX: JLVMX (14 years) vs VVIAX (24 years). JLVMX (0.50) is less costly to investors than VVIAX (0.05). JLVMX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than JLVMX: VVIAX (3000) vs JLVMX (15000000). VVIAX annual gain was more profitable for investors over the last year : 8.65 vs. JLVMX (-0.37). JLVMX (99.87) and VVIAX (98.26) have equivalent 5 years return.
| JLVMX | VVIAX | JLVMX / VVIAX | |
| Total Expense Ratio | 0.44 | 0.05 | 880% |
| Annual Report Gross Expense Ratio | 0.50 | 0.05 | 1,000% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -2.176 | 1.787 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 195B | 2% |
| Annual Yield % from dividends | 1.48 | 2.19 | 67% |
| Returns for 1 year | -0.37 | 8.65 | -4% |
| Returns for 3 years | 3.61 | 21.83 | 17% |
| Returns for 5 years | 99.87 | 98.26 | 102% |
| Returns for 10 years | 49.21 | 107.22 | 46% |