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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$18.69
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets4.6B
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
JLVZX vs VIVAX Comparison Chart
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JLVZX vs. VIVAX commentary
Apr 24, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. JLVZX (4.6B). VIVAX pays higher dividends than JLVZX: VIVAX (2.14) vs JLVZX (0.75). JLVZX was incepted earlier than VIVAX: JLVZX (16 years) vs VIVAX (32 years). JLVZX (1.27) is less costly to investors than VIVAX (0.17). JLVZX is a more actively managed with annual turnover of: 167.00 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 : 2.68 vs. JLVZX (-6.05). JLVZX (70.50) and VIVAX (68.72) have equivalent 5 years return.
| JLVZX | VIVAX | JLVZX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -6.839 | -4.092 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 191B | 2% |
| Annual Yield % from dividends | 0.75 | 2.14 | 35% |
| Returns for 1 year | -6.05 | 2.68 | -226% |
| Returns for 3 years | -4.51 | 11.96 | -38% |
| Returns for 5 years | 70.50 | 68.72 | 103% |
| Returns for 10 years | 32.89 | 90.37 | 36% |
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