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APDQX vs JVMRX
APDQX vs JVMRX Comparison
Open Charts APDQX vs JVMRX
APDQX vs JVMRX Comparison Chart in %
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APDQX vs. JVMRX commentary
Aug 23, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. APDQX (424M). 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 : 10.74 vs. APDQX (4.53). JVMRX return over 5 years is better than : 20.84 vs. APDQX (-27.59).
| 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 | 9.128 | 17.444 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 24.1B | 2% |
| Annual Yield % from dividends | 1.41 | 0.75 | 187% |
| Returns for 1 year | 4.53 | 10.74 | 42% |
| Returns for 3 years | -1.39 | 28.30 | -5% |
| Returns for 5 years | -27.59 | 20.84 | -132% |
| Returns for 10 years | -20.57 | 64.05 | -32% |
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