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JLVRX vs VIVIX
JLVRX vs VIVIX Comparison
Open Charts JLVRX vs VIVIX
JPMorgan Large Cap Value R5
Price$20.87
Change-$0.25 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.30
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
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JLVRX vs VIVIX Comparison Chart
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JLVRX vs. VIVIX commentary
Sep 08, 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 StrongSell and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. JLVRX (4.55B). VIVIX pays higher dividends than JLVRX: VIVIX (2.37) vs JLVRX (1.61). JLVRX was incepted earlier than VIVIX: JLVRX (18 years) vs VIVIX (26 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 : 19.30 vs. JLVRX (15.02). JLVRX return over 5 years is better than : 59.75 vs. VIVIX (53.51).
| JLVRX | VIVIX | JLVRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 11.567 | 13.506 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 183B | 2% |
| Annual Yield % from dividends | 1.61 | 2.37 | 68% |
| Returns for 1 year | 15.02 | 19.30 | 78% |
| Returns for 3 years | 9.87 | 19.68 | 50% |
| Returns for 5 years | 59.75 | 53.51 | 112% |
| Returns for 10 years | 41.06 | 107.57 | 38% |
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