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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 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. AVUAX (5.58B). 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 (50.00) and JVMCX (49.00) have comparable annual turnover. 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 : 5.42 vs. AVUAX (3.07). JVMCX return over 5 years is better than : -1.33 vs. AVUAX (-13.99).
| 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 | 7.298 | 5.747 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 22.5B | 25% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | 3.07 | 5.42 | 57% |
| Returns for 3 years | 9.39 | 14.98 | 63% |
| Returns for 5 years | -13.99 | -1.33 | 1,049% |
| Returns for 10 years | 16.99 | 39.24 | 43% |
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