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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 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. APDQX (424M). 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 : 10.13 vs. APDQX (4.53). JVMSX return over 5 years is better than : 18.29 vs. APDQX (-27.59).
| 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 | 9.128 | 17.063 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 24.1B | 2% |
| Annual Yield % from dividends | 1.41 | 0.34 | 415% |
| Returns for 1 year | 4.53 | 10.13 | 45% |
| Returns for 3 years | -1.39 | 26.24 | -5% |
| Returns for 5 years | -27.59 | 18.29 | -151% |
| Returns for 10 years | -20.57 | 58.07 | -35% |
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