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APDQX vs JVMSX
APDQX vs JVMSX Comparison
Open Charts APDQX vs JVMSX
APDQX vs JVMSX Comparison Chart in %
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APDQX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. APDQX (449M). APDQX pays higher dividends than JVMSX: APDQX (1.41) vs JVMSX (0.34). APDQX was incepted earlier than JVMSX: APDQX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than APDQX (1.07). JVMSX is a more actively managed with annual turnover of: 48.00 vs. APDQX (45.48). JVMSX has a lower initial minimum investment than APDQX: JVMSX (0) vs APDQX (250000). JVMSX annual gain was more profitable for investors over the last year : 8.28 vs. APDQX (5.81). JVMSX return over 5 years is better than : 13.82 vs. APDQX (-29.46).
| APDQX | JVMSX | APDQX / JVMSX | |
| Total Expense Ratio | 1.07 | 1.24 | 86% |
| Annual Report Gross Expense Ratio | 1.07 | 1.25 | 86% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 7.698 | 13.988 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 23.6B | 2% |
| Annual Yield % from dividends | 1.41 | 0.34 | 415% |
| Returns for 1 year | 5.81 | 8.28 | 70% |
| Returns for 3 years | -8.39 | 17.35 | -48% |
| Returns for 5 years | -29.46 | 13.82 | -213% |
| Returns for 10 years | -19.17 | 57.71 | -33% |
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