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JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$22.71
Change-$0.13 (-0.57%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.72
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
JLVRX vs VIVAX Comparison Chart
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JLVRX vs. VIVAX commentary
Nov 18, 2024
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 Buy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JLVRX (5.11B). 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). JLVRX (26.55) and VIVAX (25.55) have marching annual gain over last year. JLVRX return over 5 years is better than : 61.69 vs. VIVAX (50.81).
| 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 | 20.458 | 17.912 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 184B | 3% |
| Annual Yield % from dividends | 1.61 | 2.25 | 72% |
| Returns for 1 year | 26.55 | 25.55 | 104% |
| Returns for 3 years | 14.14 | 21.58 | 66% |
| Returns for 5 years | 61.69 | 50.81 | 121% |
| Returns for 10 years | 48.35 | 110.46 | 44% |
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