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JLVZX vs VIVIX
JLVZX vs VIVIX Comparison
Open Charts JLVZX vs VIVIX
JPMorgan Large Cap Value R2
Price$18.69
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets4.6B
Vanguard Value Index I
Price$63.76
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
JLVZX vs VIVIX Comparison Chart
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JLVZX vs. VIVIX commentary
Apr 24, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. JLVZX (4.6B). VIVIX pays higher dividends than JLVZX: VIVIX (2.27) vs JLVZX (0.75). JLVZX was incepted earlier than VIVIX: JLVZX (16 years) vs VIVIX (27 years). JLVZX (1.27) is less costly to investors than VIVIX (0.04). JLVZX is a more actively managed with annual turnover of: 167.00 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 : 2.69 vs. JLVZX (-6.05). JLVZX (70.50) and VIVIX (68.73) have equivalent 5 years return.
| JLVZX | VIVIX | JLVZX / VIVIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -6.839 | -4.077 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 191B | 2% |
| Annual Yield % from dividends | 0.75 | 2.27 | 33% |
| Returns for 1 year | -6.05 | 2.69 | -225% |
| Returns for 3 years | -4.51 | 11.95 | -38% |
| Returns for 5 years | 70.50 | 68.73 | 103% |
| Returns for 10 years | 32.89 | 90.34 | 36% |
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