Ad is loading...
JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JLVRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B 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 : 16.42 vs. JLVRX (10.58). VIVAX (44.64) and JLVRX (43.38) have equivalent 5 years return.
| 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 | 9.584 | 16.008 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 195B | 3% |
| Annual Yield % from dividends | 1.61 | 2.25 | 72% |
| Returns for 1 year | 10.58 | 16.42 | 64% |
| Returns for 3 years | 15.88 | 20.48 | 78% |
| Returns for 5 years | 43.38 | 44.64 | 97% |
| Returns for 10 years | 56.78 | 104.82 | 54% |
View a ticker or compare two or three
VS
VS
Ad is loading...