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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$18.79
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets4.74B
Vanguard Value Index Adm
Price$64.28
Change-$0.11 (-0.17%)
VolumeN/A
Net Assets190.51B
JLVMX vs VVIAX Comparison Chart
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JLVMX vs. VVIAX commentary
Apr 26, 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: 191B vs. JLVMX (4.74B). VVIAX pays higher dividends than JLVMX: VVIAX (2.26) vs JLVMX (1.47). 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 : 4.61 vs. JLVMX (-3.02). JLVMX return over 5 years is better than : 79.24 vs. VVIAX (71.58).
| 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 | -4.588 | -2.471 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 191B | 2% |
| Annual Yield % from dividends | 1.47 | 2.26 | 65% |
| Returns for 1 year | -3.02 | 4.61 | -66% |
| Returns for 3 years | 1.27 | 15.85 | 8% |
| Returns for 5 years | 79.24 | 71.58 | 111% |
| Returns for 10 years | 44.08 | 93.09 | 47% |
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