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AFOYX vs JVMIX
AFOYX vs JVMIX Comparison
Open Charts AFOYX vs JVMIX
AFOYX vs JVMIX Comparison Chart in %
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AFOYX vs. JVMIX commentary
Jun 24, 2026
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 AFOYX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. AFOYX (86.5M). AFOYX pays higher dividends than JVMIX: AFOYX (0.86) vs JVMIX (0.71). AFOYX was incepted earlier than JVMIX: AFOYX (14 years) vs JVMIX (29 years). AFOYX (0.89) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 48.00 vs. AFOYX (31.00). JVMIX has a lower initial minimum investment than AFOYX: JVMIX (250000) vs AFOYX (1000000). AFOYX annual gain was more profitable for investors over the last year : 19.73 vs. JVMIX (7.97). AFOYX return over 5 years is better than : 17.45 vs. JVMIX (10.93).
| AFOYX | JVMIX | AFOYX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.89 | 0.86 | 103% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 8.514 | 8.846 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.5M | 22.9B | 0% |
| Annual Yield % from dividends | 0.86 | 0.71 | 121% |
| Returns for 1 year | 19.73 | 7.97 | 248% |
| Returns for 3 years | 40.98 | 21.50 | 191% |
| Returns for 5 years | 17.45 | 10.93 | 160% |
| Returns for 10 years | 97.49 | 63.98 | 152% |
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