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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$22.71
Change-$0.13 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
JLVRX vs VVIAX Comparison Chart
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JLVRX vs. VVIAX commentary
Nov 18, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JLVRX (5.11B). 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). JLVRX (26.55) and VVIAX (25.54) have marching annual gain over last year. JLVRX return over 5 years is better than : 61.69 vs. VVIAX (50.78).
| 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 | 20.458 | 17.922 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 184B | 3% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 26.55 | 25.54 | 104% |
| Returns for 3 years | 14.14 | 21.55 | 66% |
| Returns for 5 years | 61.69 | 50.78 | 121% |
| Returns for 10 years | 48.35 | 110.49 | 44% |