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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$20.82
Change+$0.15 (+0.73%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
JLVMX vs VVIAX Comparison Chart
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JLVMX vs. VVIAX commentary
Jan 31, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B 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 : 16.69 vs. JLVMX (12.38). VVIAX (50.85) and JLVMX (50.43) 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 | 5.364 | 3.907 | 137% |
| 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 | 184B | 3% |
| Annual Yield % from dividends | 1.71 | 2.36 | 73% |
| Returns for 1 year | 12.38 | 16.69 | 74% |
| Returns for 3 years | 11.31 | 21.04 | 54% |
| Returns for 5 years | 50.43 | 50.85 | 99% |
| Returns for 10 years | 65.77 | 114.24 | 58% |
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