Ad is loading...
JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$20.72
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
JLVRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. VIVAX commentary
Jan 19, 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: 184B vs. JLVRX (5.06B). 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 : 18.19 vs. JLVRX (13.16). VIVAX return over 5 years is better than : 44.18 vs. JLVRX (40.63).
| 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 | 3.912 | 3.194 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 1.61 | 2.25 | 72% |
| Returns for 1 year | 13.16 | 18.19 | 72% |
| Returns for 3 years | 7.10 | 18.46 | 38% |
| Returns for 5 years | 40.63 | 44.18 | 92% |
| Returns for 10 years | 63.10 | 111.10 | 57% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers