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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
Jul 14, 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: 23.3B vs. AFOYX (89.3M). AFOYX pays higher dividends than JVMIX: AFOYX (0.86) vs JVMIX (0.68). AFOYX was incepted earlier than JVMIX: AFOYX (15 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 : 15.36 vs. JVMIX (6.21). AFOYX return over 5 years is better than : 20.51 vs. JVMIX (13.89).
| AFOYX | JVMIX | AFOYX / JVMIX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.89 | 0.86 | 103% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 11.086 | 11.795 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.3M | 23.3B | 0% |
| Annual Yield % from dividends | 0.86 | 0.68 | 126% |
| Returns for 1 year | 15.36 | 6.21 | 247% |
| Returns for 3 years | 36.98 | 17.79 | 208% |
| Returns for 5 years | 20.51 | 13.89 | 148% |
| Returns for 10 years | 90.59 | 58.60 | 155% |
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