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
Jun 24, 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: 22.9B vs. APDQX (448M). APDQX pays higher dividends than JVMRX: APDQX (1.51) vs JVMRX (0.81). 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 : 7.59 vs. APDQX (0.66). JVMRX return over 5 years is better than : 10.89 vs. APDQX (-32.68).
| 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 | 2.520 | 9.250 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 22.9B | 2% |
| Annual Yield % from dividends | 1.51 | 0.81 | 187% |
| Returns for 1 year | 0.66 | 7.59 | 9% |
| Returns for 3 years | -4.80 | 22.28 | -22% |
| Returns for 5 years | -32.68 | 10.89 | -300% |
| Returns for 10 years | -20.27 | 65.64 | -31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement