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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
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 BBVSX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. BBVSX (10.3B). BBVSX pays higher dividends than JVMAX: BBVSX (1.08) vs JVMAX (0.50). 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 : 10.08 vs. JVMAX (5.41). BBVSX return over 5 years is better than : 11.46 vs. JVMAX (10.76).
| 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 | 15.418 | 11.641 | 132% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 23.3B | 44% |
| Annual Yield % from dividends | 1.08 | 0.50 | 218% |
| Returns for 1 year | 10.08 | 5.41 | 186% |
| Returns for 3 years | 26.11 | 15.47 | 169% |
| Returns for 5 years | 11.46 | 10.76 | 107% |
| Returns for 10 years | 81.64 | 51.68 | 158% |
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