Ad is loading...
JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$20.59
Change-$0.44 (-2.09%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
JLVRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. VIVAX commentary
Feb 23, 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 JLVRX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. JLVRX (5.01B). VIVAX pays higher dividends than JLVRX: VIVAX (2.25) vs JLVRX (1.61). JLVRX was incepted earlier than VIVAX: JLVRX (19 years) vs VIVAX (32 years). JLVRX is a more actively managed with annual turnover of: 143.00 vs. VIVAX (10.00). JLVRX has a lower initial minimum investment than VIVAX: JLVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 13.43 vs. JLVRX (7.75). VIVAX return over 5 years is better than : 47.22 vs. JLVRX (41.74).
| JLVRX | VIVAX | JLVRX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 3.260 | 4.148 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 193B | 3% |
| Annual Yield % from dividends | 1.61 | 2.25 | 72% |
| Returns for 1 year | 7.75 | 13.43 | 58% |
| Returns for 3 years | 7.23 | 23.92 | 30% |
| Returns for 5 years | 41.74 | 47.22 | 88% |
| Returns for 10 years | 53.41 | 105.56 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ECOIX | 8.74 | -0.02 | -0.23% |
| Ecofin Global Renewables Infras Ins | |||
| HIAOX | 17.39 | -0.14 | -0.80% |
| Hartford International Opp HLS IA | |||
| IAVGX | 20.45 | -0.36 | -1.73% |
| Voya Growth and Income Port A | |||
| HRIOX | 11.59 | -0.21 | -1.78% |
| Hood River International Opp Instl | |||
| SNXFX | 128.82 | -2.41 | -1.84% |
| Schwab 1000 Index® | |||