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JLVMX vs VVIAX
JLVMX vs VVIAX Comparison
Open Charts JLVMX vs VVIAX
JLVMX vs VVIAX Comparison Chart in %
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JLVMX vs. VVIAX commentary
Jun 24, 2026
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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 245B vs. JLVMX (5.16B). VVIAX pays higher dividends than JLVMX: VVIAX (1.87) vs JLVMX (1.31). JLVMX was incepted earlier than VVIAX: JLVMX (16 years) vs VVIAX (26 years). JLVMX (0.49) is less costly to investors than VVIAX (0.05). JLVMX is a more actively managed with annual turnover of: 185.00 vs. VVIAX (8.00). 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 : 25.32 vs. JLVMX (17.18). VVIAX return over 5 years is better than : 60.14 vs. JLVMX (22.07).
| JLVMX | VVIAX | JLVMX / VVIAX | |
| Total Expense Ratio | 0.44 | 0.05 | 880% |
| Annual Report Gross Expense Ratio | 0.49 | 0.05 | 980% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 9.217 | 14.468 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 245B | 2% |
| Annual Yield % from dividends | 1.31 | 1.87 | 70% |
| Returns for 1 year | 17.18 | 25.32 | 68% |
| Returns for 3 years | 33.34 | 57.96 | 58% |
| Returns for 5 years | 22.07 | 60.14 | 37% |
| Returns for 10 years | 113.50 | 166.35 | 68% |
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