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AFOYX vs JVMRX
AFOYX vs JVMRX Comparison
Open Charts AFOYX vs JVMRX
AFOYX vs JVMRX Comparison Chart in %
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AFOYX vs. JVMRX commentary
Jun 04, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. AFOYX (85.1M). AFOYX pays higher dividends than JVMRX: AFOYX (0.86) vs JVMRX (0.81). AFOYX was incepted earlier than JVMRX: AFOYX (14 years) vs JVMRX (15 years). AFOYX (0.89) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. AFOYX (31.00). AFOYX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. AFOYX annual gain was more profitable for investors over the last year : 24.53 vs. JVMRX (7.17). AFOYX return over 5 years is better than : 11.20 vs. JVMRX (5.11).
| AFOYX | JVMRX | AFOYX / JVMRX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.89 | 0.75 | 119% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 9.486 | 6.227 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 22.5B | 0% |
| Annual Yield % from dividends | 0.86 | 0.81 | 107% |
| Returns for 1 year | 24.53 | 7.17 | 342% |
| Returns for 3 years | 42.34 | 20.52 | 206% |
| Returns for 5 years | 11.20 | 5.11 | 219% |
| Returns for 10 years | 93.73 | 54.85 | 171% |
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