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AVUAX vs JVMCX
AVUAX vs JVMCX Comparison
Open Charts AVUAX vs JVMCX
AVUAX vs JVMCX Comparison Chart in %
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AVUAX vs. JVMCX 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 AVUAX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.9B vs. AVUAX (5.56B). AVUAX pays higher dividends than JVMCX: AVUAX (1.50) vs JVMCX (0.00). AVUAX was incepted earlier than JVMCX: AVUAX (22 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than AVUAX (0.77). AVUAX is a more actively managed with annual turnover of: 62.00 vs. JVMCX (48.00). JVMCX has a lower initial minimum investment than AVUAX: JVMCX (1000) vs AVUAX (5000000). JVMCX annual gain was more profitable for investors over the last year : 5.82 vs. AVUAX (3.69). JVMCX return over 5 years is better than : 4.10 vs. AVUAX (-10.32).
| AVUAX | JVMCX | AVUAX / JVMCX | |
| Total Expense Ratio | 0.77 | 1.85 | 42% |
| Annual Report Gross Expense Ratio | 0.77 | 1.86 | 41% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 9.042 | 8.679 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 22.9B | 24% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | 3.69 | 5.82 | 63% |
| Returns for 3 years | 10.30 | 16.68 | 62% |
| Returns for 5 years | -10.32 | 4.10 | -252% |
| Returns for 10 years | 21.54 | 48.93 | 44% |
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