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AVUAX vs JVMIX
AVUAX vs JVMIX Comparison
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AVUAX vs JVMIX Comparison Chart in %
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AVUAX vs. JVMIX 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 AVUAX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. AVUAX (5.57B). AVUAX pays higher dividends than JVMIX: AVUAX (1.55) vs JVMIX (0.66). 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 : 8.75 vs. AVUAX (6.91). JVMIX return over 5 years is better than : 15.79 vs. AVUAX (-6.01).
| AVUAX | JVMIX | AVUAX / JVMIX | |
| Total Expense Ratio | 0.77 | 0.85 | 91% |
| Annual Report Gross Expense Ratio | 0.77 | 0.86 | 90% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 15.448 | 14.270 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 23.6B | 24% |
| Annual Yield % from dividends | 1.55 | 0.66 | 234% |
| Returns for 1 year | 6.91 | 8.75 | 79% |
| Returns for 3 years | 11.33 | 18.93 | 60% |
| Returns for 5 years | -6.01 | 15.79 | -38% |
| Returns for 10 years | 23.93 | 62.51 | 38% |
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