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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$20.83
Change-$0.12 (-0.57%)
VolumeN/A
Net Assets5.09B
Vanguard Value Index I
Price$69.58
Change-$0.43 (-0.61%)
VolumeN/A
Net Assets195.18B
JLVZX vs VIVAX Comparison Chart in %
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JLVZX vs. VIVAX commentary
Jul 15, 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: 195B vs. JLVZX (5.09B). VIVAX pays higher dividends than JLVZX: VIVAX (2.06) vs JLVZX (0.74). 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 : 9.24 vs. JLVZX (2.33). VIVAX return over 5 years is better than : 78.41 vs. JLVZX (72.01).
| 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 | 4.991 | 5.376 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09B | 195B | 3% |
| Annual Yield % from dividends | 0.74 | 2.06 | 36% |
| Returns for 1 year | 2.33 | 9.24 | 25% |
| Returns for 3 years | 20.30 | 35.74 | 57% |
| Returns for 5 years | 72.01 | 78.41 | 92% |
| Returns for 10 years | 47.86 | 110.24 | 43% |
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