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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$20.97
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
JLVZX vs VIVAX Comparison Chart
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JLVZX vs. VIVAX commentary
Jan 31, 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 JLVZX is a StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. JLVZX (5.06B). VIVAX pays higher dividends than JLVZX: VIVAX (2.25) vs JLVZX (1.04). JLVZX was incepted earlier than VIVAX: JLVZX (16 years) vs VIVAX (32 years). JLVZX is a more actively managed with annual turnover of: 143.00 vs. VIVAX (10.00). JLVZX has a lower initial minimum investment than VIVAX: JLVZX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 16.70 vs. JLVZX (11.62). VIVAX return over 5 years is better than : 50.84 vs. JLVZX (46.25).
| JLVZX | VIVAX | JLVZX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 5.324 | 3.906 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 1.04 | 2.25 | 46% |
| Returns for 1 year | 11.62 | 16.70 | 70% |
| Returns for 3 years | 9.79 | 21.04 | 47% |
| Returns for 5 years | 46.25 | 50.84 | 91% |
| Returns for 10 years | 56.34 | 114.28 | 49% |