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JLVMX vs VIVAX
JLVMX vs VIVAX Comparison
Open Charts JLVMX vs VIVAX
JPMorgan Large Cap Value R6
Price$21.46
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets5.29B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JLVMX vs VIVAX Comparison Chart in %
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JLVMX vs. VIVAX commentary
Sep 08, 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 JLVMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. JLVMX (5.29B). VIVAX pays higher dividends than JLVMX: VIVAX (1.99) vs JLVMX (1.37). JLVMX was incepted earlier than VIVAX: JLVMX (15 years) vs VIVAX (33 years). JLVMX (0.50) is less costly to investors than VIVAX (0.17). JLVMX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). 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 : 7.74 vs. JLVMX (4.09). VIVAX (70.18) and JLVMX (67.23) have equivalent 5 years return.
| JLVMX | VIVAX | JLVMX / VIVAX | |
| Total Expense Ratio | 0.44 | 0.17 | 259% |
| Annual Report Gross Expense Ratio | 0.50 | 0.17 | 294% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 9.387 | 7.845 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 203B | 3% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 4.09 | 7.74 | 53% |
| Returns for 3 years | 24.14 | 36.63 | 66% |
| Returns for 5 years | 67.23 | 70.18 | 96% |
| Returns for 10 years | 73.21 | 131.64 | 56% |
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