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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$20.47
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets5.02B
Vanguard Value Index Adm
Price$68.70
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
JLVRX vs VVIAX Comparison Chart in %
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JLVRX vs. VVIAX commentary
Jun 27, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. JLVRX (5.02B). VVIAX pays higher dividends than JLVRX: VVIAX (2.28) vs JLVRX (1.36). JLVRX was incepted earlier than VVIAX: JLVRX (19 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: 167.00 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 : 8.64 vs. JLVRX (2.40). VVIAX return over 5 years is better than : 81.02 vs. JLVRX (75.30).
| 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 | 19 years | 25 years | - |
| Gain YTD | 2.366 | 3.330 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 189B | 3% |
| Annual Yield % from dividends | 1.36 | 2.28 | 60% |
| Returns for 1 year | 2.40 | 8.64 | 28% |
| Returns for 3 years | 16.19 | 30.71 | 53% |
| Returns for 5 years | 75.30 | 81.02 | 93% |
| Returns for 10 years | 54.33 | 110.43 | 49% |
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