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BBVSX vs JVMIX
BBVSX vs JVMIX Comparison
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BBVSX vs JVMIX Comparison Chart in %
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BBVSX vs. JVMIX commentary
Aug 03, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. BBVSX (10.4B). BBVSX pays higher dividends than JVMIX: BBVSX (1.09) vs JVMIX (0.66). BBVSX was incepted earlier than JVMIX: BBVSX (11 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than BBVSX (0.67). BBVSX is a more actively managed with annual turnover of: 58.00 vs. JVMIX (48.00). BBVSX has a lower initial minimum investment than JVMIX: BBVSX (0) vs JVMIX (250000). BBVSX annual gain was more profitable for investors over the last year : 12.11 vs. JVMIX (8.75). JVMIX return over 5 years is better than : 15.79 vs. BBVSX (11.56).
| BBVSX | JVMIX | BBVSX / JVMIX | |
| Total Expense Ratio | 0.38 | 0.85 | 45% |
| Annual Report Gross Expense Ratio | 0.67 | 0.86 | 78% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 16.427 | 14.270 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 23.6B | 44% |
| Annual Yield % from dividends | 1.09 | 0.66 | 164% |
| Returns for 1 year | 12.11 | 8.75 | 138% |
| Returns for 3 years | 24.48 | 18.93 | 129% |
| Returns for 5 years | 11.56 | 15.79 | 73% |
| Returns for 10 years | 83.98 | 62.51 | 134% |
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