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JLVZX vs VIVAX
JLVZX vs VIVAX Comparison
Open Charts JLVZX vs VIVAX
JPMorgan Large Cap Value R2
Price$22.05
Change-$0.31 (-1.39%)
VolumeN/A
Net Assets5.53B
Vanguard Value Index I
Price$73.17
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
JLVZX vs VIVAX Comparison Chart in %
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JLVZX vs. VIVAX commentary
Nov 14, 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: 208B vs. JLVZX (5.53B). VIVAX pays higher dividends than JLVZX: VIVAX (1.98) vs JLVZX (0.67). 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 : 6.68 vs. JLVZX (-1.67). VIVAX return over 5 years is better than : 66.34 vs. JLVZX (50.54).
| 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 | 12.960 | 11.965 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.53B | 208B | 3% |
| Annual Yield % from dividends | 0.67 | 1.98 | 34% |
| Returns for 1 year | -1.67 | 6.68 | -25% |
| Returns for 3 years | 18.11 | 33.49 | 54% |
| Returns for 5 years | 50.54 | 66.34 | 76% |
| Returns for 10 years | 67.58 | 135.00 | 50% |
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