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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$19.98
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
JLVZX vs VIVAX Comparison Chart
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JLVZX 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 JLVZX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. JLVZX (4.94B). VIVAX pays higher dividends than JLVZX: VIVAX (2.16) vs JLVZX (0.75). JLVZX was incepted earlier than VIVAX: JLVZX (17 years) vs VIVAX (33 years). JLVZX (1.27) is less costly to investors than VIVAX (0.17). JLVZX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). JLVZX has a lower initial minimum investment than VIVAX: JLVZX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. JLVZX (0.49). VIVAX return over 5 years is better than : 72.56 vs. JLVZX (61.78).
| JLVZX | VIVAX | JLVZX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.27 | 0.17 | 747% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 0.451 | 2.419 | 19% |
| 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 | 0.75 | 2.16 | 35% |
| Returns for 1 year | 0.49 | 8.01 | 6% |
| Returns for 3 years | 14.58 | 32.20 | 45% |
| Returns for 5 years | 61.78 | 72.56 | 85% |
| Returns for 10 years | 40.47 | 103.54 | 39% |
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