AVUAX
Price
$16.09
Change
+$0.09 (+0.56%)
Updated
Jun 23 closing price
Net Assets
5.56B
JVMIX
Price
$29.94
Change
-$0.06 (-0.20%)
Updated
Jun 23 closing price
Net Assets
22.92B
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AVUAX vs JVMIX

AVUAX vs JVMIX Comparison Chart in %
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AVUAX vs. JVMIX 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 JVMIX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. AVUAX (5.56B). AVUAX pays higher dividends than JVMIX: AVUAX (1.50) vs JVMIX (0.71). AVUAX was incepted earlier than JVMIX: AVUAX (22 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than AVUAX (0.77). AVUAX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (48.00). JVMIX has a lower initial minimum investment than AVUAX: JVMIX (250000) vs AVUAX (5000000). JVMIX annual gain was more profitable for investors over the last year : 7.52 vs. AVUAX (3.69). JVMIX return over 5 years is better than : 10.43 vs. AVUAX (-10.32).
AVUAXJVMIXAVUAX / JVMIX
Total Expense Ratio0.770.8591%
Annual Report Gross Expense Ratio0.770.8690%
Fund Existence22 years29 years-
Gain YTD9.0429.21098%
Front LoadN/AN/A-
Min. Initial Investment50000002500002,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.56B22.9B24%
Annual Yield % from dividends1.500.71211%
Returns for 1 year3.697.5249%
Returns for 3 years10.3021.9047%
Returns for 5 years-10.3210.43-99%
Returns for 10 years21.5464.5333%
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