Interact to see
Advertisement
Advertisement
JLVZX vs VIVIX
JLVZX vs VIVIX Comparison
Open Charts JLVZX vs VIVIX
JPMorgan Large Cap Value R2
Price$19.98
Change-$0.21 (-1.04%)
VolumeN/A
Net Assets4.94B
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
JLVZX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JLVZX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. JLVZX (4.94B). VIVIX pays higher dividends than JLVZX: VIVIX (2.29) vs JLVZX (0.75). JLVZX was incepted earlier than VIVIX: JLVZX (17 years) vs VIVIX (27 years). JLVZX (1.27) is less costly to investors than VIVIX (0.04). JLVZX is a more actively managed with annual turnover of: 167.00 vs. VIVIX (9.00). JLVZX has a lower initial minimum investment than VIVIX: JLVZX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. JLVZX (0.49). VIVIX return over 5 years is better than : 72.56 vs. JLVZX (61.78).
| JLVZX | VIVIX | JLVZX / VIVIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 0.451 | 2.452 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 189B | 3% |
| Annual Yield % from dividends | 0.75 | 2.29 | 33% |
| Returns for 1 year | 0.49 | 8.01 | 6% |
| Returns for 3 years | 14.58 | 32.19 | 45% |
| Returns for 5 years | 61.78 | 72.56 | 85% |
| Returns for 10 years | 40.47 | 103.54 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement