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JLVRX vs VIVAX
JLVRX vs VIVAX Comparison
Open Charts JLVRX vs VIVAX
JPMorgan Large Cap Value R5
Price$21.66
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets5.54B
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
JLVRX vs VIVAX Comparison Chart in %
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JLVRX vs. VIVAX commentary
Dec 27, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. JLVRX (5.54B). VIVAX pays higher dividends than JLVRX: VIVAX (1.93) vs JLVRX (1.20). JLVRX was incepted earlier than VIVAX: JLVRX (20 years) vs VIVAX (33 years). JLVRX (0.60) is less costly to investors than VIVAX (0.17). JLVRX is a more actively managed with annual turnover of: 185.00 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 : 12.38 vs. JLVRX (7.73). VIVAX return over 5 years is better than : 64.90 vs. JLVRX (38.09).
| JLVRX | VIVAX | JLVRX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.60 | 0.17 | 353% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 9.779 | 13.965 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.54B | 216B | 3% |
| Annual Yield % from dividends | 1.20 | 1.93 | 62% |
| Returns for 1 year | 7.73 | 12.38 | 62% |
| Returns for 3 years | 25.08 | 37.39 | 67% |
| Returns for 5 years | 38.09 | 64.90 | 59% |
| Returns for 10 years | 91.11 | 133.35 | 68% |
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