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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$19.09
Change-$0.83 (-4.17%)
VolumeN/A
Net Assets4.87B
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
JLVZX vs VIVAX Comparison Chart
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JLVZX vs. VIVAX commentary
Apr 04, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JLVZX (4.87B). 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 : 7.66 vs. JLVZX (-0.85). JLVZX return over 5 years is better than : 111.36 vs. VIVAX (101.66).
| 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 | 0.149 | 2.419 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 195B | 2% |
| Annual Yield % from dividends | 0.75 | 2.14 | 35% |
| Returns for 1 year | -0.85 | 7.66 | -11% |
| Returns for 3 years | -0.36 | 17.34 | -2% |
| Returns for 5 years | 111.36 | 101.66 | 110% |
| Returns for 10 years | 43.24 | 106.90 | 40% |
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