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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
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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. AVUAX (5.23B). AVUAX pays higher dividends than JVMIX: AVUAX (1.54) vs JVMIX (0.65). AVUAX was incepted earlier than JVMIX: AVUAX (22 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than AVUAX (0.78). 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 : 2.36 vs. AVUAX (1.47). JVMIX return over 5 years is better than : 16.01 vs. AVUAX (-6.07).
| AVUAX | JVMIX | AVUAX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 0.86 | 91% |
| Fund Existence | 22 years | 29 years | - |
| Gain YTD | 14.323 | 13.178 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.23B | 23.2B | 23% |
| Annual Yield % from dividends | 1.54 | 0.65 | 235% |
| Returns for 1 year | 1.47 | 2.36 | 62% |
| Returns for 3 years | 16.32 | 21.56 | 76% |
| Returns for 5 years | -6.07 | 16.01 | -38% |
| Returns for 10 years | 23.17 | 60.41 | 38% |
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