Interact to see
Advertisement
Advertisement
JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$21.71
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets5.36B
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
JLVRX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. VVIAX commentary
Nov 20, 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: 208B vs. JLVRX (5.36B). VVIAX pays higher dividends than JLVRX: VVIAX (2.09) vs JLVRX (1.22). JLVRX was incepted earlier than VVIAX: JLVRX (20 years) vs VVIAX (25 years). JLVRX (0.61) is less costly to investors than VVIAX (0.05). JLVRX is a more actively managed with annual turnover of: 185.00 vs. VVIAX (9.00). 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 : 5.07 vs. JLVRX (-3.75). VVIAX return over 5 years is better than : 62.97 vs. JLVRX (47.65).
| JLVRX | VVIAX | JLVRX / VVIAX | |
| Total Expense Ratio | 0.54 | 0.05 | 1,080% |
| Annual Report Gross Expense Ratio | 0.61 | 0.05 | 1,220% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 10.033 | 9.352 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.36B | 208B | 3% |
| Annual Yield % from dividends | 1.22 | 2.09 | 59% |
| Returns for 1 year | -3.75 | 5.07 | -74% |
| Returns for 3 years | 17.21 | 30.25 | 57% |
| Returns for 5 years | 47.65 | 62.97 | 76% |
| Returns for 10 years | 67.43 | 123.10 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement