Interact to see
Advertisement
Advertisement
BBVSX vs JVMSX
BBVSX vs JVMSX Comparison
Open Charts BBVSX vs JVMSX
BBVSX vs JVMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BBVSX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. BBVSX (10.3B). BBVSX pays higher dividends than JVMSX: BBVSX (1.08) vs JVMSX (0.35). BBVSX was incepted earlier than JVMSX: BBVSX (11 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than BBVSX (0.67). BBVSX is a more actively managed with annual turnover of: 58.00 vs. JVMSX (48.00). BBVSX (0) and JVMSX (0) have matching initial minimum investment requirements. BBVSX annual gain was more profitable for investors over the last year : 10.08 vs. JVMSX (5.76). JVMSX (11.93) and BBVSX (11.46) have equivalent 5 years return.
| BBVSX | JVMSX | BBVSX / JVMSX | |
| Total Expense Ratio | 0.38 | 1.24 | 31% |
| Annual Report Gross Expense Ratio | 0.67 | 1.25 | 54% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 15.418 | 11.534 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 23.3B | 44% |
| Annual Yield % from dividends | 1.08 | 0.35 | 310% |
| Returns for 1 year | 10.08 | 5.76 | 175% |
| Returns for 3 years | 26.11 | 16.25 | 161% |
| Returns for 5 years | 11.46 | 11.93 | 96% |
| Returns for 10 years | 81.64 | 53.94 | 151% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement