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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$22.67
Change+$0.30 (+1.34%)
VolumeN/A
Net Assets5.63B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
JLVZX vs VIVAX Comparison Chart in %
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JLVZX vs. VIVAX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. JLVZX (5.63B). 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 (1.27) 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 : 6.09 vs. JLVZX (-2.36). VIVAX return over 5 years is better than : 60.36 vs. JLVZX (39.94).
| 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 | 14.526 | 12.616 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.63B | 208B | 3% |
| Annual Yield % from dividends | 0.66 | 1.93 | 34% |
| Returns for 1 year | -2.36 | 6.09 | -39% |
| Returns for 3 years | 17.39 | 30.80 | 56% |
| Returns for 5 years | 39.94 | 60.36 | 66% |
| Returns for 10 years | 64.62 | 128.96 | 50% |
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