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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JLVRX vs VVIAX Comparison Chart
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JLVRX vs. VVIAX commentary
Dec 19, 2024
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 JLVRX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JLVRX (5.06B). VVIAX pays higher dividends than JLVRX: VVIAX (2.36) vs JLVRX (1.61). JLVRX was incepted earlier than VVIAX: JLVRX (19 years) vs VVIAX (24 years). JLVRX is a more actively managed with annual turnover of: 143.00 vs. VVIAX (10.00). JLVRX has a lower initial minimum investment than VVIAX: JLVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. JLVRX (10.58). VVIAX (44.62) and JLVRX (43.38) have equivalent 5 years return.
| JLVRX | VVIAX | JLVRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 9.584 | 16.051 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 195B | 3% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 10.58 | 16.45 | 64% |
| Returns for 3 years | 15.88 | 20.49 | 78% |
| Returns for 5 years | 43.38 | 44.62 | 97% |
| Returns for 10 years | 56.78 | 104.84 | 54% |
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