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AMVRX vs JVMSX
AMVRX vs JVMSX Comparison
Open Charts AMVRX vs JVMSX
AMVRX vs JVMSX Comparison Chart in %
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AMVRX vs. JVMSX commentary
Jun 20, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. AMVRX (5.56B). AMVRX pays higher dividends than JVMSX: AMVRX (0.90) vs JVMSX (0.36). AMVRX was incepted earlier than JVMSX: AMVRX (21 years) vs JVMSX (14 years). AMVRX (1.47) is less costly to investors than JVMSX (1.25). AMVRX is a more actively managed with annual turnover of: 62.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than AMVRX: JVMSX (0) vs AMVRX (2500). JVMSX annual gain was more profitable for investors over the last year : 7.91 vs. AMVRX (3.92). JVMSX return over 5 years is better than : 11.74 vs. AMVRX (-12.14).
| AMVRX | JVMSX | AMVRX / JVMSX | |
| Total Expense Ratio | 1.47 | 1.24 | 119% |
| Annual Report Gross Expense Ratio | 1.47 | 1.25 | 118% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | 8.598 | 8.642 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 22.9B | 24% |
| Annual Yield % from dividends | 0.90 | 0.36 | 247% |
| Returns for 1 year | 3.92 | 7.91 | 49% |
| Returns for 3 years | 2.39 | 16.52 | 14% |
| Returns for 5 years | -12.14 | 11.74 | -103% |
| Returns for 10 years | 10.13 | 54.43 | 19% |
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