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JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$22.32
Change-$0.05 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.28
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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JLVZX vs VVIAX Comparison Chart
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JLVZX vs. VVIAX commentary
Oct 18, 2024
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: 186B vs. JLVZX (4.9B). VVIAX pays higher dividends than JLVZX: VVIAX (2.36) vs JLVZX (1.04). JLVZX was incepted earlier than VVIAX: JLVZX (16 years) vs VVIAX (24 years). JLVZX is a more actively managed with annual turnover of: 143.00 vs. VVIAX (10.00). 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 : 27.96 vs. JLVZX (24.96). JLVZX return over 5 years is better than : 63.62 vs. VVIAX (59.57).
| JLVZX | VVIAX | JLVZX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 18.272 | 19.054 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 186B | 3% |
| Annual Yield % from dividends | 1.04 | 2.36 | 44% |
| Returns for 1 year | 24.96 | 27.96 | 89% |
| Returns for 3 years | 13.24 | 26.40 | 50% |
| Returns for 5 years | 63.62 | 59.57 | 107% |
| Returns for 10 years | 51.47 | 130.60 | 39% |
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