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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
Jun 04, 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: 22.5B vs. AVUAX (5.58B). 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 (50.00) and JVMIX (49.00) have comparable annual turnover. 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 : 7.06 vs. AVUAX (3.07). JVMIX return over 5 years is better than : 4.68 vs. AVUAX (-13.99).
| 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 | 7.298 | 6.189 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.58B | 22.5B | 25% |
| Annual Yield % from dividends | 1.50 | 0.71 | 211% |
| Returns for 1 year | 3.07 | 7.06 | 44% |
| Returns for 3 years | 9.39 | 20.15 | 47% |
| Returns for 5 years | -13.99 | 4.68 | -299% |
| Returns for 10 years | 16.99 | 53.81 | 32% |
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