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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$21.59
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets5.29B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JLVZX vs VIVAX Comparison Chart in %
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JLVZX vs. VIVAX commentary
Sep 06, 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: 203B vs. JLVZX (5.29B). VIVAX pays higher dividends than JLVZX: VIVAX (1.99) vs JLVZX (0.71). JLVZX was incepted earlier than VIVAX: JLVZX (17 years) vs VIVAX (33 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 (9.00). 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 : 8.09 vs. JLVZX (3.35). VIVAX return over 5 years is better than : 70.73 vs. JLVZX (62.54).
| JLVZX | VIVAX | JLVZX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 8.822 | 8.193 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 203B | 3% |
| Annual Yield % from dividends | 0.71 | 1.99 | 36% |
| Returns for 1 year | 3.35 | 8.09 | 41% |
| Returns for 3 years | 21.94 | 37.08 | 59% |
| Returns for 5 years | 62.54 | 70.73 | 88% |
| Returns for 10 years | 63.07 | 132.39 | 48% |
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