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BBVSX vs JVMSX
BBVSX vs JVMSX Comparison
Open Charts BBVSX vs JVMSX
BBVSX vs JVMSX Comparison Chart in %
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BBVSX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. BBVSX (10.2B). BBVSX pays higher dividends than JVMSX: BBVSX (1.13) vs JVMSX (0.36). 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 : 15.62 vs. JVMSX (7.48). BBVSX return over 5 years is better than : 9.75 vs. JVMSX (9.07).
| 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 | 15.058 | 8.642 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 22.9B | 45% |
| Annual Yield % from dividends | 1.13 | 0.36 | 311% |
| Returns for 1 year | 15.62 | 7.48 | 209% |
| Returns for 3 years | 32.74 | 19.97 | 164% |
| Returns for 5 years | 9.75 | 9.07 | 108% |
| Returns for 10 years | 92.20 | 59.11 | 156% |
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