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JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$19.98
Change-$0.61 (-2.96%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JLVZX vs VVIAX Comparison Chart
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JLVZX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. JLVZX (5.03B). 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 : 16.45 vs. JLVZX (9.80). VVIAX return over 5 years is better than : 44.62 vs. JLVZX (39.63).
| 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 | 8.861 | 16.051 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 195B | 3% |
| Annual Yield % from dividends | 1.04 | 2.36 | 44% |
| Returns for 1 year | 9.80 | 16.45 | 60% |
| Returns for 3 years | 14.32 | 20.49 | 70% |
| Returns for 5 years | 39.63 | 44.62 | 89% |
| Returns for 10 years | 48.44 | 104.84 | 46% |
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