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JLVRX vs VVIAX
JLVRX vs VVIAX Comparison
Open Charts JLVRX vs VVIAX
JPMorgan Large Cap Value R5
Price$20.13
Change+$0.22 (+1.10%)
VolumeN/A
Net Assets4.91B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
JLVRX vs VVIAX Comparison Chart
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JLVRX vs. VVIAX commentary
Jun 07, 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 (4.91B). 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 : 6.82 vs. JLVRX (0.09). VVIAX return over 5 years is better than : 58.69 vs. JLVRX (50.20).
| 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 | 0.104 | 1.255 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 189B | 3% |
| Annual Yield % from dividends | 1.36 | 2.28 | 60% |
| Returns for 1 year | 0.09 | 6.82 | 1% |
| Returns for 3 years | 4.64 | 18.51 | 25% |
| Returns for 5 years | 50.20 | 58.69 | 86% |
| Returns for 10 years | 48.84 | 102.89 | 47% |
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