Interact to see
Advertisement
Advertisement
JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$20.83
Change-$0.12 (-0.57%)
VolumeN/A
Net Assets5.09B
Vanguard Value Index Adm
Price$69.56
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
JLVZX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVZX vs. VVIAX commentary
Jul 15, 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: 195B vs. JLVZX (5.09B). 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 : 9.25 vs. JLVZX (2.33). VVIAX return over 5 years is better than : 78.43 vs. JLVZX (72.01).
| 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 | 4.991 | 5.380 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09B | 195B | 3% |
| Annual Yield % from dividends | 0.74 | 2.18 | 34% |
| Returns for 1 year | 2.33 | 9.25 | 25% |
| Returns for 3 years | 20.30 | 35.74 | 57% |
| Returns for 5 years | 72.01 | 78.43 | 92% |
| Returns for 10 years | 47.86 | 110.21 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers