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JLVRX vs VIVIX
JLVRX vs VIVIX Comparison
Open Charts JLVRX vs VIVIX
JPMorgan Large Cap Value R5
Price$18.53
Change+$0.24 (+1.31%)
VolumeN/A
Net Assets4.48B
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
JLVRX vs VIVIX Comparison Chart
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JLVRX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. JLVRX (4.48B). VIVIX pays higher dividends than JLVRX: VIVIX (2.27) vs JLVRX (1.36). JLVRX was incepted earlier than VIVIX: JLVRX (19 years) vs VIVIX (27 years). JLVRX (0.61) is less costly to investors than VIVIX (0.04). JLVRX is a more actively managed with annual turnover of: 167.00 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 : 0.71 vs. JLVRX (-7.04). JLVRX (67.44) and VIVIX (64.28) have equivalent 5 years return.
| JLVRX | VIVIX | JLVRX / VIVIX | |
| Total Expense Ratio | 0.54 | 0.04 | 1,350% |
| Annual Report Gross Expense Ratio | 0.61 | 0.04 | 1,525% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -8.041 | -5.714 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 191B | 2% |
| Annual Yield % from dividends | 1.36 | 2.27 | 60% |
| Returns for 1 year | -7.04 | 0.71 | -995% |
| Returns for 3 years | -6.76 | 8.12 | -83% |
| Returns for 5 years | 67.44 | 64.28 | 105% |
| Returns for 10 years | 38.29 | 88.62 | 43% |
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