Interact to see
Advertisement
Advertisement
JLVZX vs VIVIX
JLVZX vs VIVIX Comparison
Open Charts JLVZX vs VIVIX
JPMorgan Large Cap Value R2
Price$20.90
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets5.14B
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
JLVZX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVZX vs. VIVIX commentary
Aug 18, 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: 196B vs. JLVZX (5.14B). VIVIX pays higher dividends than JLVZX: VIVIX (2.19) vs JLVZX (0.74). 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 : 7.91 vs. JLVZX (1.44). VIVIX return over 5 years is better than : 68.54 vs. JLVZX (57.00).
| 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 | 5.344 | 6.533 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 196B | 3% |
| Annual Yield % from dividends | 0.74 | 2.19 | 34% |
| Returns for 1 year | 1.44 | 7.91 | 18% |
| Returns for 3 years | 10.37 | 25.93 | 40% |
| Returns for 5 years | 57.00 | 68.54 | 83% |
| Returns for 10 years | 49.45 | 114.61 | 43% |