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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JPMorgan Large Cap Value R6
Price$20.91
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets5.18B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
JLVMX vs VVIAX Comparison Chart in %
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JLVMX vs. VVIAX commentary
Jul 27, 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: 195B vs. JLVMX (5.18B). VVIAX pays higher dividends than JLVMX: VVIAX (2.18) vs JLVMX (1.42). 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 : 9.75 vs. JLVMX (4.11). VVIAX return over 5 years is better than : 74.87 vs. JLVMX (70.45).
| 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 | 6.584 | 6.714 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 195B | 3% |
| Annual Yield % from dividends | 1.42 | 2.18 | 65% |
| Returns for 1 year | 4.11 | 9.75 | 42% |
| Returns for 3 years | 20.76 | 34.32 | 60% |
| Returns for 5 years | 70.45 | 74.87 | 94% |
| Returns for 10 years | 61.35 | 116.26 | 53% |
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