Interact to see
Advertisement
Advertisement
APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
APDQX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APDQX vs. JVMRX commentary
Aug 03, 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 APDQX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. APDQX (449M). APDQX pays higher dividends than JVMRX: APDQX (1.41) vs JVMRX (0.75). APDQX was incepted earlier than JVMRX: APDQX (11 years) vs JVMRX (15 years). APDQX (1.07) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. APDQX (45.48). APDQX has a lower initial minimum investment than JVMRX: APDQX (250000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. APDQX (5.81). JVMRX return over 5 years is better than : 16.31 vs. APDQX (-29.46).
| APDQX | JVMRX | APDQX / JVMRX | |
| Total Expense Ratio | 1.07 | 0.74 | 145% |
| Annual Report Gross Expense Ratio | 1.07 | 0.75 | 143% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 7.698 | 14.348 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 23.6B | 2% |
| Annual Yield % from dividends | 1.41 | 0.75 | 187% |
| Returns for 1 year | 5.81 | 8.86 | 66% |
| Returns for 3 years | -8.39 | 19.29 | -43% |
| Returns for 5 years | -29.46 | 16.31 | -181% |
| Returns for 10 years | -19.17 | 63.73 | -30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement