Interact to see
Advertisement
Advertisement
JLVRX vs VIVIX
JLVRX vs VIVIX Comparison
Open Charts JLVRX vs VIVIX
JPMorgan Large Cap Value R5
Price$22.43
Change-$0.17 (-0.75%)
VolumeN/A
Net Assets5.57B
Vanguard Value Index I
Price$73.76
Change-$0.54 (-0.73%)
VolumeN/A
Net Assets207.95B
JLVRX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. VIVIX commentary
Dec 02, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. JLVRX (5.57B). VIVIX pays higher dividends than JLVRX: VIVIX (2.05) vs JLVRX (1.20). JLVRX was incepted earlier than VIVIX: JLVRX (20 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: 185.00 vs. VIVIX (9.00). 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 : 4.92 vs. JLVRX (-3.07). VIVIX return over 5 years is better than : 62.61 vs. JLVRX (47.36).
| 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 | 20 years | 27 years | - |
| Gain YTD | 14.543 | 12.612 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 208B | 3% |
| Annual Yield % from dividends | 1.20 | 2.05 | 58% |
| Returns for 1 year | -3.07 | 4.92 | -62% |
| Returns for 3 years | 18.88 | 30.77 | 61% |
| Returns for 5 years | 47.36 | 62.61 | 76% |
| Returns for 10 years | 73.23 | 128.81 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement