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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$19.98
Change-$0.61 (-2.96%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
JLVZX vs VIVAX Comparison Chart
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JLVZX vs. VIVAX commentary
Dec 19, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. JLVZX (5.03B). 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 : 16.42 vs. JLVZX (9.80). VIVAX return over 5 years is better than : 44.64 vs. JLVZX (39.63).
| 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 | 8.861 | 16.008 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 195B | 3% |
| Annual Yield % from dividends | 1.04 | 2.25 | 46% |
| Returns for 1 year | 9.80 | 16.42 | 60% |
| Returns for 3 years | 14.32 | 20.48 | 70% |
| Returns for 5 years | 39.63 | 44.64 | 89% |
| Returns for 10 years | 48.44 | 104.82 | 46% |
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