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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$21.61
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
JLVZX vs VIVAX Comparison Chart in %
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JLVZX vs. VIVAX commentary
Dec 28, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. JLVZX (5.54B). VIVAX pays higher dividends than JLVZX: VIVAX (1.93) vs JLVZX (0.66). JLVZX was incepted earlier than VIVAX: JLVZX (17 years) vs VIVAX (33 years). JLVZX (1.26) is less costly to investors than VIVAX (0.17). JLVZX is a more actively managed with annual turnover of: 185.00 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 : 12.38 vs. JLVZX (7.18). VIVAX return over 5 years is better than : 64.90 vs. JLVZX (34.63).
| JLVZX | VIVAX | JLVZX / VIVAX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.26 | 0.17 | 741% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 9.171 | 13.965 | 66% |
| 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 | 0.66 | 1.93 | 34% |
| Returns for 1 year | 7.18 | 12.38 | 58% |
| Returns for 3 years | 22.80 | 37.39 | 61% |
| Returns for 5 years | 34.63 | 64.90 | 53% |
| Returns for 10 years | 80.58 | 133.35 | 60% |
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