Ad is loading...
JLVZX vs VVIAX
JLVZX vs VVIAX Comparison
Open Charts JLVZX vs VVIAX
JPMorgan Large Cap Value R2
Price$20.68
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
JLVZX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLVZX vs. VVIAX commentary
Jan 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. JLVZX (5.06B). 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 : 18.18 vs. JLVZX (12.39). VVIAX return over 5 years is better than : 44.18 vs. JLVZX (36.92).
| 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 | 3.867 | 3.195 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 1.04 | 2.36 | 44% |
| Returns for 1 year | 12.39 | 18.18 | 68% |
| Returns for 3 years | 5.67 | 18.46 | 31% |
| Returns for 5 years | 36.92 | 44.18 | 84% |
| Returns for 10 years | 54.50 | 111.13 | 49% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers