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JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$20.42
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index I
Price$69.42
Change+$0.42 (+0.61%)
VolumeN/A
Net Assets195.81B
JLVRX vs VIVAX Comparison Chart in %
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JLVRX vs. VIVAX commentary
Aug 09, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JLVRX (5.01B). VIVAX pays higher dividends than JLVRX: VIVAX (2.06) vs JLVRX (1.31). JLVRX was incepted earlier than VIVAX: JLVRX (19 years) vs VIVAX (33 years). JLVRX (0.61) is less costly to investors than VIVAX (0.17). JLVRX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). 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 : 10.52 vs. JLVRX (3.58). VIVAX return over 5 years is better than : 67.38 vs. JLVRX (60.42).
| JLVRX | VIVAX | JLVRX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 2.936 | 4.604 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 196B | 3% |
| Annual Yield % from dividends | 1.31 | 2.06 | 64% |
| Returns for 1 year | 3.58 | 10.52 | 34% |
| Returns for 3 years | 14.01 | 28.85 | 49% |
| Returns for 5 years | 60.42 | 67.38 | 90% |
| Returns for 10 years | 53.75 | 109.96 | 49% |