Interact to see
Advertisement
Advertisement
JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$20.04
Change-$0.21 (-1.04%)
VolumeN/A
Net Assets4.94B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JLVRX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. VIVAX commentary
Jun 15, 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: 189B vs. JLVRX (4.94B). VIVAX pays higher dividends than JLVRX: VIVAX (2.16) vs JLVRX (1.36). 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 : 8.01 vs. JLVRX (1.15). VIVAX return over 5 years is better than : 72.56 vs. JLVRX (66.09).
| 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 | 0.757 | 2.419 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 189B | 3% |
| Annual Yield % from dividends | 1.36 | 2.16 | 63% |
| Returns for 1 year | 1.15 | 8.01 | 14% |
| Returns for 3 years | 16.28 | 32.20 | 51% |
| Returns for 5 years | 66.09 | 72.56 | 91% |
| Returns for 10 years | 48.44 | 103.54 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| KCVSX | 17.53 | -0.12 | -0.68% |
| Knights of Columbus Large Cap Value S | |||
| ARYTX | 13.09 | -0.12 | -0.91% |
| American Century Global Real Estate C | |||
| GDGIX | 29.08 | -0.34 | -1.16% |
| Sit Global Dividend Growth I | |||
| VQNPX | 63.87 | -0.79 | -1.22% |
| Vanguard Growth & Income Inv | |||
| CMVYX | 13.64 | -0.20 | -1.45% |
| Columbia Select Mid Cap Value Instl 3 | |||