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APDQX vs JVMTX
APDQX vs JVMTX Comparison
Open Charts APDQX vs JVMTX
APDQX vs JVMTX Comparison Chart in %
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APDQX vs. JVMTX commentary
Jul 14, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. APDQX (449M). APDQX pays higher dividends than JVMTX: APDQX (1.45) vs JVMTX (0.56). APDQX was incepted earlier than JVMTX: APDQX (11 years) vs JVMTX (13 years). JVMTX (1.10) and APDQX (1.07) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 48.00 vs. APDQX (45.48). JVMTX has a lower initial minimum investment than APDQX: JVMTX (0) vs APDQX (250000). JVMTX annual gain was more profitable for investors over the last year : 6.05 vs. APDQX (1.59). JVMTX return over 5 years is better than : 13.20 vs. APDQX (-29.10).
| APDQX | JVMTX | APDQX / JVMTX | |
| Total Expense Ratio | 1.07 | 0.99 | 108% |
| Annual Report Gross Expense Ratio | 1.07 | 1.10 | 97% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.812 | 11.703 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 23.3B | 2% |
| Annual Yield % from dividends | 1.45 | 0.56 | 259% |
| Returns for 1 year | 1.59 | 6.05 | 26% |
| Returns for 3 years | -6.94 | 17.28 | -40% |
| Returns for 5 years | -29.10 | 13.20 | -220% |
| Returns for 10 years | -21.31 | 56.98 | -37% |
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