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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-$0.00 (-0.00%)
VolumeN/A
Net Assets5.29B
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
JLVRX vs VIVAX Comparison Chart in %
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JLVRX vs. VIVAX commentary
Sep 08, 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: 203B vs. JLVRX (5.29B). VIVAX pays higher dividends than JLVRX: VIVAX (1.99) vs JLVRX (1.26). 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 : 7.74 vs. JLVRX (4.04). VIVAX (70.18) and JLVRX (66.93) have equivalent 5 years return.
| 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 | 9.347 | 7.845 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.29B | 203B | 3% |
| Annual Yield % from dividends | 1.26 | 1.99 | 63% |
| Returns for 1 year | 4.04 | 7.74 | 52% |
| Returns for 3 years | 23.97 | 36.63 | 65% |
| Returns for 5 years | 66.93 | 70.18 | 95% |
| Returns for 10 years | 72.52 | 131.64 | 55% |
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