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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$19.86
Change-$0.21 (-1.05%)
VolumeN/A
Net Assets4.99B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JLVMX vs VVIAX Comparison Chart
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JLVMX vs. VVIAX commentary
Jun 15, 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: 189B vs. JLVMX (4.99B). VVIAX pays higher dividends than JLVMX: VVIAX (2.28) vs JLVMX (1.47). JLVMX was incepted earlier than VVIAX: JLVMX (15 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 : 8.01 vs. JLVMX (2.28). VVIAX return over 5 years is better than : 72.56 vs. JLVMX (68.14).
| 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 | 15 years | 25 years | - |
| Gain YTD | 1.857 | 2.436 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.99B | 189B | 3% |
| Annual Yield % from dividends | 1.47 | 2.28 | 65% |
| Returns for 1 year | 2.28 | 8.01 | 28% |
| Returns for 3 years | 17.68 | 32.19 | 55% |
| Returns for 5 years | 68.14 | 72.56 | 94% |
| Returns for 10 years | 50.67 | 103.54 | 49% |
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