JLVRX
Price
$21.87
Change
+$0.09 (+0.41%)
Updated
Oct 17 closing price
Net Assets
5.33B
VIVIX
Price
$72.41
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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JLVRX vs VIVIX

Header iconJLVRX vs VIVIX Comparison
Open Charts JLVRX vs VIVIXBanner chart's image
JPMorgan Large Cap Value R5
Price$21.87
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets5.33B
Vanguard Value Index I
Price$72.41
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
JLVRX vs VIVIX Comparison Chart in %
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JLVRX vs. VIVIX commentary
Oct 19, 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. JLVRX (5.33B). VIVIX pays higher dividends than JLVRX: VIVIX (2.09) vs JLVRX (1.23). JLVRX was incepted earlier than VIVIX: JLVRX (19 years) vs VIVIX (27 years). JLVRX (0.61) 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 : 4.64 vs. JLVRX (-0.83). VIVIX return over 5 years is better than : 71.78 vs. JLVRX (65.54).
JLVRXVIVIXJLVRX / VIVIX
Total Expense Ratio0.540.041,350%
Annual Report Gross Expense Ratio0.610.041,525%
Fund Existence19 years27 years-
Gain YTD10.8449.748111%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.33B208B3%
Annual Yield % from dividends1.232.0959%
Returns for 1 year-0.834.64-18%
Returns for 3 years28.0642.9865%
Returns for 5 years65.5471.7891%
Returns for 10 years71.11129.4055%
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