Interact to see
Advertisement
Advertisement
AVUAX vs JVMIX
AVUAX vs JVMIX Comparison
Open Charts AVUAX vs JVMIX
AVUAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AVUAX vs. JVMIX commentary
Jul 14, 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 StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. AVUAX (5.68B). AVUAX pays higher dividends than JVMIX: AVUAX (1.60) vs JVMIX (0.68). 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 : 6.21 vs. AVUAX (4.19). JVMIX return over 5 years is better than : 13.89 vs. AVUAX (-7.00).
| 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 | 13.131 | 11.795 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.68B | 23.3B | 24% |
| Annual Yield % from dividends | 1.60 | 0.68 | 235% |
| Returns for 1 year | 4.19 | 6.21 | 67% |
| Returns for 3 years | 10.68 | 17.79 | 60% |
| Returns for 5 years | -7.00 | 13.89 | -50% |
| Returns for 10 years | 19.74 | 58.60 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement