Interact to see
Advertisement
Advertisement
AMVRX vs JVMAX
AMVRX vs JVMAX Comparison
Open Charts AMVRX vs JVMAX
AMVRX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AMVRX vs. JVMAX commentary
Jul 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 AMVRX is a StrongBuy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. AMVRX (5.7B). AMVRX pays higher dividends than JVMAX: AMVRX (1.01) vs JVMAX (0.50). AMVRX was incepted earlier than JVMAX: AMVRX (21 years) vs JVMAX (29 years). AMVRX (1.47) is less costly to investors than JVMAX (1.11). AMVRX is a more actively managed with annual turnover of: 62.00 vs. JVMAX (48.00). JVMAX has a lower initial minimum investment than AMVRX: JVMAX (1000) vs AMVRX (2500). JVMAX annual gain was more profitable for investors over the last year : 5.87 vs. AMVRX (3.60). JVMAX return over 5 years is better than : 9.11 vs. AMVRX (-11.56).
| AMVRX | JVMAX | AMVRX / JVMAX | |
| Total Expense Ratio | 1.47 | 1.10 | 134% |
| Annual Report Gross Expense Ratio | 1.47 | 1.11 | 132% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 12.716 | 11.758 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.7B | 23.4B | 24% |
| Annual Yield % from dividends | 1.01 | 0.50 | 204% |
| Returns for 1 year | 3.60 | 5.87 | 61% |
| Returns for 3 years | 8.22 | 17.34 | 47% |
| Returns for 5 years | -11.56 | 9.11 | -127% |
| Returns for 10 years | 13.65 | 56.45 | 24% |