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JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$20.12
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets4.96B
Vanguard Value Index I
Price$67.52
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets188.77B
JLVRX vs VIVAX Comparison Chart in %
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JLVRX vs. VIVAX commentary
Jun 20, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JLVRX (4.96B). VIVAX pays higher dividends than JLVRX: VIVAX (2.16) vs JLVRX (1.36). 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 : 6.93 vs. JLVRX (1.45). VIVAX return over 5 years is better than : 70.82 vs. JLVRX (66.10).
| 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 | 1.160 | 2.237 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.96B | 189B | 3% |
| Annual Yield % from dividends | 1.36 | 2.16 | 63% |
| Returns for 1 year | 1.45 | 6.93 | 21% |
| Returns for 3 years | 20.24 | 35.45 | 57% |
| Returns for 5 years | 66.10 | 70.82 | 93% |
| Returns for 10 years | 48.74 | 103.30 | 47% |
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