Interact to see
Advertisement
Advertisement
JLVMX vs VIVIX
JLVMX vs VIVIX Comparison
Open Charts JLVMX vs VIVIX
JPMorgan Large Cap Value R6
Price$21.46
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets5.29B
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JLVMX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVMX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. JLVMX (5.29B). VIVIX pays higher dividends than JLVMX: VIVIX (2.11) vs JLVMX (1.37). JLVMX was incepted earlier than VIVIX: JLVMX (15 years) vs VIVIX (27 years). JLVMX (0.50) is less costly to investors than VIVIX (0.04). JLVMX is a more actively managed with annual turnover of: 167.00 vs. VIVIX (9.00). VIVIX has a lower initial minimum investment than JLVMX: VIVIX (5000000) vs JLVMX (15000000). VIVIX annual gain was more profitable for investors over the last year : 7.74 vs. JLVMX (4.09). VIVIX (70.16) and JLVMX (67.23) have equivalent 5 years return.
| JLVMX | VIVIX | JLVMX / VIVIX | |
| Total Expense Ratio | 0.44 | 0.04 | 1,100% |
| Annual Report Gross Expense Ratio | 0.50 | 0.04 | 1,250% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 9.387 | 7.866 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 203B | 3% |
| Annual Yield % from dividends | 1.37 | 2.11 | 65% |
| Returns for 1 year | 4.09 | 7.74 | 53% |
| Returns for 3 years | 24.14 | 36.61 | 66% |
| Returns for 5 years | 67.23 | 70.16 | 96% |
| Returns for 10 years | 73.21 | 131.61 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement