Ad is loading...
JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$20.81
Change-$0.25 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.31
Change-$0.84 (-1.27%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JLVZX vs VIVAX Comparison Chart
Loading...
JLVZX vs. VIVAX 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 JLVZX is a StrongSell and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. JLVZX (4.55B). 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 : 19.29 vs. JLVZX (14.27). JLVZX (55.64) and VIVAX (53.52) have equivalent 5 years return.
| 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 | 11.068 | 13.482 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 183B | 2% |
| Annual Yield % from dividends | 1.04 | 2.25 | 46% |
| Returns for 1 year | 14.27 | 19.29 | 74% |
| Returns for 3 years | 8.37 | 19.67 | 43% |
| Returns for 5 years | 55.64 | 53.52 | 104% |
| Returns for 10 years | 33.64 | 107.49 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EILAX | 13.34 | N/A | N/A |
| Eaton Vance International Small-Cap A | |||
| CDAZX | 7.41 | N/A | N/A |
| Multi-Manager Directional Alt Strat Inst | |||
| FMCDX | 41.04 | -0.23 | -0.56% |
| Fidelity Advisor Stock Selec Mid Cp A | |||
| SGMIX | 10.66 | -0.06 | -0.56% |
| SEI Global Managed Volatility I (SIMT) | |||
| MVCHX | 33.33 | -0.21 | -0.63% |
| MFS Mid Cap Value R3 | |||