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JLVRX vs VIVIX
JLVRX vs VIVIX Comparison
Open Charts JLVRX vs VIVIX
JPMorgan Large Cap Value R5
Price$22.56
Change+$0.61 (+2.78%)
VolumeN/A
Net Assets5.55B
Vanguard Value Index I
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
JLVRX vs VIVIX Comparison Chart in %
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JLVRX vs. VIVIX commentary
Feb 05, 2026
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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. JLVRX (5.55B). VIVIX pays higher dividends than JLVRX: VIVIX (1.96) vs JLVRX (1.29). JLVRX was incepted earlier than VIVIX: JLVRX (20 years) vs VIVIX (28 years). JLVRX (0.60) is less costly to investors than VIVIX (0.04). JLVRX is a more actively managed with annual turnover of: 185.00 vs. VIVIX (9.00). JLVRX has a lower initial minimum investment than VIVIX: JLVRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.08 vs. JLVRX (10.64). VIVIX return over 5 years is better than : 66.28 vs. JLVRX (34.88).
| JLVRX | VIVIX | JLVRX / VIVIX | |
| Total Expense Ratio | 0.54 | 0.04 | 1,350% |
| Annual Report Gross Expense Ratio | 0.60 | 0.04 | 1,500% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 5.569 | 5.999 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 218B | 3% |
| Annual Yield % from dividends | 1.29 | 1.96 | 66% |
| Returns for 1 year | 10.64 | 15.08 | 71% |
| Returns for 3 years | 22.61 | 41.04 | 55% |
| Returns for 5 years | 34.88 | 66.28 | 53% |
| Returns for 10 years | 123.58 | 167.19 | 74% |
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