JLVRX
Price
$21.04
Change
+$0.07 (+0.33%)
Updated
Jul 3 closing price
Net Assets
5.13B
VIVAX
Price
$70.13
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
Interact to see
Advertisement

JLVRX vs VIVAX

Header iconJLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAXBanner chart's image
JPMorgan Large Cap Value R5
Price$21.04
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets5.13B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
JLVRX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
JLVRX vs. VIVAX commentary
Jul 07, 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 JLVRX is a Buy and VIVAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JLVRX (5.13B). VIVAX pays higher dividends than JLVRX: VIVAX (2.06) vs JLVRX (1.31). JLVRX was incepted earlier than VIVAX: JLVRX (19 years) vs VIVAX (33 years). JLVRX (0.61) is less costly to investors than VIVAX (0.17). JLVRX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). JLVRX has a lower initial minimum investment than VIVAX: JLVRX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. JLVRX (6.35). VIVAX (80.14) and JLVRX (76.84) have equivalent 5 years return.
JLVRXVIVAXJLVRX / VIVAX
Total Expense Ratio0.540.17318%
Annual Report Gross Expense Ratio0.610.17359%
Fund Existence19 years33 years-
Gain YTD6.2176.209100%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.13B189B3%
Annual Yield % from dividends1.312.0664%
Returns for 1 year6.3512.0453%
Returns for 3 years21.9735.1662%
Returns for 5 years76.8480.1496%
Returns for 10 years59.82115.7452%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SGZFX59.800.68
+1.15%
Saturna Growth Z
PNSCX60.280.68
+1.14%
Putnam Small Cap Growth C
APGCX63.540.61
+0.97%
AB Large Cap Growth C
IIGCX13.190.07
+0.53%
VanEck International Investors Gold C
ITFEX12.97N/A
N/A
Voya International High Div Low Vol S2