Interact to see
Advertisement
Advertisement
JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$20.88
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets5.1B
Vanguard Value Index Adm
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
JLVRX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. VVIAX commentary
Jul 18, 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: 195B vs. JLVRX (5.1B). 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 : 5.70 vs. JLVRX (-0.13). VVIAX (71.03) and JLVRX (69.36) have equivalent 5 years return.
| 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 | 4.955 | 4.577 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.1B | 195B | 3% |
| Annual Yield % from dividends | 1.31 | 2.18 | 60% |
| Returns for 1 year | -0.13 | 5.70 | -2% |
| Returns for 3 years | 21.81 | 35.05 | 62% |
| Returns for 5 years | 69.36 | 71.03 | 98% |
| Returns for 10 years | 56.24 | 108.35 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement