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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
Sep 12, 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: 23.2B vs. AVUAX (5.23B). AVUAX pays higher dividends than JVMCX: AVUAX (1.54) 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 (0.78). 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). AVUAX annual gain was more profitable for investors over the last year : 1.47 vs. JVMCX (0.77). JVMCX return over 5 years is better than : 9.33 vs. AVUAX (-6.07).
| AVUAX | JVMCX | AVUAX / JVMCX | |
| Total Expense Ratio | 0.78 | 1.85 | 42% |
| Annual Report Gross Expense Ratio | 0.78 | 1.86 | 42% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 14.323 | 12.392 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 23.2B | 23% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 1.47 | 0.77 | 191% |
| Returns for 3 years | 16.32 | 16.32 | 100% |
| Returns for 5 years | -6.07 | 9.33 | -65% |
| Returns for 10 years | 23.17 | 45.22 | 51% |
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