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JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$18.53
Change+$0.24 (+1.31%)
VolumeN/A
Net Assets4.48B
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
JLVRX vs VIVAX Comparison Chart
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JLVRX vs. VIVAX commentary
Apr 12, 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: 191B vs. JLVRX (4.48B). VIVAX pays higher dividends than JLVRX: VIVAX (2.14) vs JLVRX (1.36). JLVRX was incepted earlier than VIVAX: JLVRX (19 years) vs VIVAX (32 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 (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 : 0.72 vs. JLVRX (-7.04). JLVRX (67.44) and VIVAX (64.30) have equivalent 5 years return.
| 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 | 32 years | - |
| Gain YTD | -8.041 | -5.712 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 191B | 2% |
| Annual Yield % from dividends | 1.36 | 2.14 | 63% |
| Returns for 1 year | -7.04 | 0.72 | -982% |
| Returns for 3 years | -6.76 | 8.14 | -83% |
| Returns for 5 years | 67.44 | 64.30 | 105% |
| Returns for 10 years | 38.29 | 88.68 | 43% |
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