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BBVSX vs JVMAX
BBVSX vs JVMAX Comparison
Open Charts BBVSX vs JVMAX
BBVSX vs JVMAX Comparison Chart in %
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BBVSX vs. JVMAX 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 BBVSX is a StrongBuy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. BBVSX (10.3B). BBVSX pays higher dividends than JVMAX: BBVSX (1.13) vs JVMAX (0.52). BBVSX was incepted earlier than JVMAX: BBVSX (11 years) vs JVMAX (29 years). JVMAX (1.11) is less costly to investors than BBVSX (0.67). BBVSX is a more actively managed with annual turnover of: 58.00 vs. JVMAX (48.00). BBVSX has a lower initial minimum investment than JVMAX: BBVSX (0) vs JVMAX (1000). BBVSX annual gain was more profitable for investors over the last year : 15.62 vs. JVMAX (7.16). BBVSX return over 5 years is better than : 9.75 vs. JVMAX (7.91).
| BBVSX | JVMAX | BBVSX / JVMAX | |
| Total Expense Ratio | 0.38 | 1.10 | 35% |
| Annual Report Gross Expense Ratio | 0.67 | 1.11 | 60% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 15.058 | 8.731 | 172% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 22.9B | 45% |
| Annual Yield % from dividends | 1.13 | 0.52 | 219% |
| Returns for 1 year | 15.62 | 7.16 | 218% |
| Returns for 3 years | 32.74 | 19.12 | 171% |
| Returns for 5 years | 9.75 | 7.91 | 123% |
| Returns for 10 years | 92.20 | 56.81 | 162% |
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