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ARTQX vs JVMAX
ARTQX vs JVMAX Comparison
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ARTQX vs JVMAX Comparison Chart in %
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ARTQX vs. JVMAX 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 ARTQX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. ARTQX (449M). ARTQX pays higher dividends than JVMAX: ARTQX (1.28) vs JVMAX (0.48). ARTQX was incepted earlier than JVMAX: ARTQX (25 years) vs JVMAX (29 years). ARTQX (1.18) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 48.00 vs. ARTQX (45.48). ARTQX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 7.92 vs. ARTQX (5.77). JVMAX return over 5 years is better than : 12.59 vs. ARTQX (-29.70).
| ARTQX | JVMAX | ARTQX / JVMAX | |
| Total Expense Ratio | 1.18 | 1.10 | 107% |
| Annual Report Gross Expense Ratio | 1.18 | 1.11 | 106% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 7.635 | 14.086 | 54% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 449M | 23.6B | 2% |
| Annual Yield % from dividends | 1.28 | 0.48 | 265% |
| Returns for 1 year | 5.77 | 7.92 | 73% |
| Returns for 3 years | -8.50 | 16.53 | -51% |
| Returns for 5 years | -29.70 | 12.59 | -236% |
| Returns for 10 years | -19.85 | 55.40 | -36% |
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