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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$20.72
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
JLVRX vs VVIAX Comparison Chart
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JLVRX vs. VVIAX commentary
Jan 19, 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 JLVRX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B 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 : 18.18 vs. JLVRX (13.16). VVIAX return over 5 years is better than : 44.18 vs. JLVRX (40.63).
| 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 | 3.912 | 3.195 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 1.61 | 2.36 | 68% |
| Returns for 1 year | 13.16 | 18.18 | 72% |
| Returns for 3 years | 7.10 | 18.46 | 38% |
| Returns for 5 years | 40.63 | 44.18 | 92% |
| Returns for 10 years | 63.10 | 111.13 | 57% |