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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
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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. APDQX (448M). APDQX pays higher dividends than JVMSX: APDQX (1.51) vs JVMSX (0.36). 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 : 7.00 vs. APDQX (0.66). JVMSX return over 5 years is better than : 8.54 vs. APDQX (-32.68).
| 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 | 2.520 | 8.971 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 448M | 22.9B | 2% |
| Annual Yield % from dividends | 1.51 | 0.36 | 414% |
| Returns for 1 year | 0.66 | 7.00 | 9% |
| Returns for 3 years | -4.80 | 20.33 | -24% |
| Returns for 5 years | -32.68 | 8.54 | -383% |
| Returns for 10 years | -20.27 | 59.59 | -34% |
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