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JLVMX vs VIVAX
JLVMX vs VIVAX Comparison
Open Charts JLVMX vs VIVAX
JPMorgan Large Cap Value R6
Price$21.50
Change-$0.13 (-0.60%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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JLVMX vs VIVAX Comparison Chart
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JLVMX vs. VIVAX commentary
Sep 21, 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 JLVMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JLVMX (4.78B). VIVAX pays higher dividends than JLVMX: VIVAX (2.25) vs JLVMX (1.71). JLVMX was incepted earlier than VIVAX: JLVMX (14 years) vs VIVAX (32 years). JLVMX is a more actively managed with annual turnover of: 143.00 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than JLVMX: VIVAX (3000) vs JLVMX (15000000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. JLVMX (19.72). JLVMX return over 5 years is better than : 61.52 vs. VIVAX (55.44).
| JLVMX | VIVAX | JLVMX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 14.598 | 16.261 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 183B | 3% |
| Annual Yield % from dividends | 1.71 | 2.25 | 76% |
| Returns for 1 year | 19.72 | 23.98 | 82% |
| Returns for 3 years | 17.92 | 28.28 | 63% |
| Returns for 5 years | 61.52 | 55.44 | 111% |
| Returns for 10 years | 46.53 | 113.95 | 41% |