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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$19.47
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets4.88B
Vanguard Value Index Adm
Price$66.00
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
JLVMX vs VVIAX Comparison Chart
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JLVMX vs. VVIAX commentary
May 23, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JLVMX (4.88B). VVIAX pays higher dividends than JLVMX: VVIAX (2.34) vs JLVMX (1.51). JLVMX was incepted earlier than VVIAX: JLVMX (14 years) vs VVIAX (25 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 (9.00). 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 : 4.72 vs. JLVMX (-1.70). JLVMX (76.31) and VVIAX (75.22) 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 | 25 years | - |
| Gain YTD | -0.680 | 0.391 | -174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 184B | 3% |
| Annual Yield % from dividends | 1.51 | 2.34 | 64% |
| Returns for 1 year | -1.70 | 4.72 | -36% |
| Returns for 3 years | 7.47 | 21.99 | 34% |
| Returns for 5 years | 76.31 | 75.22 | 101% |
| Returns for 10 years | 47.89 | 97.34 | 49% |
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