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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$20.42
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index Adm
Price$68.98
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets195.81B
JLVRX vs VVIAX Comparison Chart in %
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JLVRX vs. VVIAX commentary
Aug 09, 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: 196B vs. JLVRX (5.01B). VVIAX pays higher dividends than JLVRX: VVIAX (2.18) vs JLVRX (1.31). 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 : 10.51 vs. JLVRX (3.58). VVIAX return over 5 years is better than : 67.40 vs. JLVRX (60.42).
| 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 | 2.936 | 4.608 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 196B | 3% |
| Annual Yield % from dividends | 1.31 | 2.18 | 60% |
| Returns for 1 year | 3.58 | 10.51 | 34% |
| Returns for 3 years | 14.01 | 28.85 | 49% |
| Returns for 5 years | 60.42 | 67.40 | 90% |
| Returns for 10 years | 53.75 | 109.93 | 49% |
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