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JLVZX vs VIVIX
JLVZX vs VIVIX Comparison
Open Charts JLVZX vs VIVIX
JPMorgan Large Cap Value R2
Price$20.53
Change-$0.44 (-2.10%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
JLVZX vs VIVIX Comparison Chart
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JLVZX vs. VIVIX commentary
Feb 23, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. JLVZX (5.01B). VIVIX pays higher dividends than JLVZX: VIVIX (2.37) vs JLVZX (1.04). JLVZX was incepted earlier than VIVIX: JLVZX (16 years) vs VIVIX (27 years). JLVZX is a more actively managed with annual turnover of: 143.00 vs. VIVIX (10.00). JLVZX has a lower initial minimum investment than VIVIX: JLVZX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. JLVZX (7.02). VIVIX return over 5 years is better than : 47.20 vs. JLVZX (38.05).
| JLVZX | VIVIX | JLVZX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 3.114 | 4.165 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 193B | 3% |
| Annual Yield % from dividends | 1.04 | 2.37 | 44% |
| Returns for 1 year | 7.02 | 13.44 | 52% |
| Returns for 3 years | 5.80 | 23.92 | 24% |
| Returns for 5 years | 38.05 | 47.20 | 81% |
| Returns for 10 years | 45.19 | 105.52 | 43% |