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JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$20.96
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
JLVRX vs VIVAX Comparison Chart in %
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JLVRX 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 JLVRX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. JLVRX (5.14B). 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 : 7.90 vs. JLVRX (2.18). VIVAX return over 5 years is better than : 68.56 vs. JLVRX (61.30).
| JLVRX | VIVAX | JLVRX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.61 | 0.17 | 359% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 5.813 | 6.512 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 196B | 3% |
| Annual Yield % from dividends | 1.31 | 2.06 | 64% |
| Returns for 1 year | 2.18 | 7.90 | 28% |
| Returns for 3 years | 12.20 | 25.93 | 47% |
| Returns for 5 years | 61.30 | 68.56 | 89% |
| Returns for 10 years | 58.04 | 114.64 | 51% |
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