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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
Sep 13, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. AFOYX (91.6M). AFOYX pays higher dividends than JVMIX: AFOYX (0.80) vs JVMIX (0.65). 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 : 3.72 vs. JVMIX (2.36). AFOYX return over 5 years is better than : 27.33 vs. JVMIX (16.01).
| 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 | 14.914 | 13.178 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.6M | 23.2B | 0% |
| Annual Yield % from dividends | 0.80 | 0.65 | 122% |
| Returns for 1 year | 3.72 | 2.36 | 158% |
| Returns for 3 years | 47.71 | 21.56 | 221% |
| Returns for 5 years | 27.33 | 16.01 | 171% |
| Returns for 10 years | 95.97 | 60.41 | 159% |
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