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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$20.47
Change-$0.13 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JLVMX vs VVIAX Comparison Chart
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JLVMX vs. VVIAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JLVMX (5.06B). VVIAX pays higher dividends than JLVMX: VVIAX (2.36) vs JLVMX (1.71). JLVMX was incepted earlier than VVIAX: JLVMX (14 years) vs VVIAX (24 years). JLVMX is a more actively managed with annual turnover of: 143.00 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 : 16.45 vs. JLVMX (10.56). VVIAX (44.62) and JLVMX (43.61) have equivalent 5 years return.
| JLVMX | VVIAX | JLVMX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 9.587 | 16.051 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 195B | 3% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 10.56 | 16.45 | 64% |
| Returns for 3 years | 15.90 | 20.49 | 78% |
| Returns for 5 years | 43.61 | 44.62 | 98% |
| Returns for 10 years | 57.38 | 104.84 | 55% |
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