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JLVMX vs VIVAX
JLVMX vs VIVAX Comparison
Open Charts JLVMX vs VIVAX
JPMorgan Large Cap Value R6
Price$20.77
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets5.14B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
JLVMX vs VIVAX Comparison Chart in %
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JLVMX vs. VIVAX commentary
Aug 18, 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 JLVMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JLVMX (5.14B). VIVAX pays higher dividends than JLVMX: VIVAX (2.06) vs JLVMX (1.42). JLVMX was incepted earlier than VIVAX: JLVMX (15 years) vs VIVAX (33 years). JLVMX (0.50) is less costly to investors than VIVAX (0.17). JLVMX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than JLVMX: VIVAX (3000) vs JLVMX (15000000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. JLVMX (2.21). VIVAX return over 5 years is better than : 68.56 vs. JLVMX (61.62).
| JLVMX | VIVAX | JLVMX / VIVAX | |
| Total Expense Ratio | 0.44 | 0.17 | 259% |
| Annual Report Gross Expense Ratio | 0.50 | 0.17 | 294% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 5.870 | 6.512 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 196B | 3% |
| Annual Yield % from dividends | 1.42 | 2.06 | 69% |
| Returns for 1 year | 2.21 | 7.90 | 28% |
| Returns for 3 years | 12.37 | 25.93 | 48% |
| Returns for 5 years | 61.62 | 68.56 | 90% |
| Returns for 10 years | 58.77 | 114.64 | 51% |
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