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JLVMX vs VIVAX
JLVMX vs VIVAX Comparison
Open Charts JLVMX vs VIVAX
JLVMX vs VIVAX Comparison Chart in %
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JLVMX vs. VIVAX commentary
Jun 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 238B vs. JLVMX (5.11B). VIVAX pays higher dividends than JLVMX: VIVAX (1.76) vs JLVMX (1.31). JLVMX was incepted earlier than VIVAX: JLVMX (16 years) vs VIVAX (34 years). JLVMX (0.49) is less costly to investors than VIVAX (0.17). JLVMX is a more actively managed with annual turnover of: 185.00 vs. VIVAX (8.00). VIVAX has a lower initial minimum investment than JLVMX: VIVAX (0) vs JLVMX (15000000). VIVAX annual gain was more profitable for investors over the last year : 23.68 vs. JLVMX (16.90). VIVAX return over 5 years is better than : 51.49 vs. JLVMX (15.56).
| JLVMX | VIVAX | JLVMX / VIVAX | |
| Total Expense Ratio | 0.44 | 0.17 | 259% |
| Annual Report Gross Expense Ratio | 0.49 | 0.17 | 288% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 7.654 | 11.619 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 238B | 2% |
| Annual Yield % from dividends | 1.31 | 1.76 | 75% |
| Returns for 1 year | 16.90 | 23.68 | 71% |
| Returns for 3 years | 32.67 | 54.48 | 60% |
| Returns for 5 years | 15.56 | 51.49 | 30% |
| Returns for 10 years | 97.50 | 152.59 | 64% |
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