Interact to see
Advertisement
Advertisement
BBVSX vs JVMAX
BBVSX vs JVMAX Comparison
Open Charts BBVSX vs JVMAX
BBVSX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BBVSX vs. JVMAX commentary
Aug 06, 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 Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.7B vs. BBVSX (10.5B). BBVSX pays higher dividends than JVMAX: BBVSX (1.09) vs JVMAX (0.48). 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 : 14.99 vs. JVMAX (8.19). BBVSX return over 5 years is better than : 14.74 vs. JVMAX (13.55).
| 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 | 19.669 | 14.668 | 134% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 23.7B | 44% |
| Annual Yield % from dividends | 1.09 | 0.48 | 225% |
| Returns for 1 year | 14.99 | 8.19 | 183% |
| Returns for 3 years | 29.67 | 18.88 | 157% |
| Returns for 5 years | 14.74 | 13.55 | 109% |
| Returns for 10 years | 85.51 | 53.30 | 160% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement