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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$22.52
Change-$0.13 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
JLVMX vs VVIAX Comparison Chart
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JLVMX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JLVMX (5.11B). 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). JLVMX (26.67) and VVIAX (25.54) have marching annual gain over last year. JLVMX return over 5 years is better than : 62.15 vs. VVIAX (50.78).
| 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 | 20.561 | 17.922 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 184B | 3% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 26.67 | 25.54 | 104% |
| Returns for 3 years | 14.22 | 21.55 | 66% |
| Returns for 5 years | 62.15 | 50.78 | 122% |
| Returns for 10 years | 48.97 | 110.49 | 44% |