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JLVRX vs VIVIX
JLVRX vs VIVIX Comparison
Open Charts JLVRX vs VIVIX
JPMorgan Large Cap Value R5
Price$20.59
Change-$0.44 (-2.09%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
JLVRX vs VIVIX Comparison Chart
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JLVRX vs. VIVIX commentary
Feb 23, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. JLVRX (5.01B). VIVIX pays higher dividends than JLVRX: VIVIX (2.37) vs JLVRX (1.61). JLVRX was incepted earlier than VIVIX: JLVRX (19 years) vs VIVIX (27 years). JLVRX is a more actively managed with annual turnover of: 143.00 vs. VIVIX (10.00). JLVRX has a lower initial minimum investment than VIVIX: JLVRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. JLVRX (7.75). VIVIX return over 5 years is better than : 47.20 vs. JLVRX (41.74).
| JLVRX | VIVIX | JLVRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 3.260 | 4.165 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 193B | 3% |
| Annual Yield % from dividends | 1.61 | 2.37 | 68% |
| Returns for 1 year | 7.75 | 13.44 | 58% |
| Returns for 3 years | 7.23 | 23.92 | 30% |
| Returns for 5 years | 41.74 | 47.20 | 88% |
| Returns for 10 years | 53.41 | 105.52 | 51% |