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JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$20.74
Change+$0.29 (+1.42%)
VolumeN/A
Net Assets5.03B
Vanguard Value Index Adm
Price$70.02
Change+$0.75 (+1.08%)
VolumeN/A
Net Assets195.81B
JLVZX vs VVIAX Comparison Chart in %
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JLVZX vs. VVIAX commentary
Aug 14, 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 JLVZX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. JLVZX (5.03B). VVIAX pays higher dividends than JLVZX: VVIAX (2.18) vs JLVZX (0.74). JLVZX was incepted earlier than VVIAX: JLVZX (17 years) vs VVIAX (25 years). JLVZX (1.27) is less costly to investors than VVIAX (0.05). JLVZX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (9.00). JLVZX has a lower initial minimum investment than VVIAX: JLVZX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.22 vs. JLVZX (1.91). VVIAX return over 5 years is better than : 66.40 vs. JLVZX (54.52).
| JLVZX | VVIAX | JLVZX / VVIAX | |
| Total Expense Ratio | 1.19 | 0.05 | 2,380% |
| Annual Report Gross Expense Ratio | 1.27 | 0.05 | 2,540% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 3.076 | 4.941 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 196B | 3% |
| Annual Yield % from dividends | 0.74 | 2.18 | 34% |
| Returns for 1 year | 1.91 | 9.22 | 21% |
| Returns for 3 years | 8.39 | 24.78 | 34% |
| Returns for 5 years | 54.52 | 66.40 | 82% |
| Returns for 10 years | 46.82 | 111.76 | 42% |
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