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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
Aug 23, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. BBVSX (10.6B). BBVSX pays higher dividends than JVMSX: BBVSX (1.09) vs JVMSX (0.34). 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 : 12.02 vs. JVMSX (10.13). JVMSX return over 5 years is better than : 18.29 vs. BBVSX (14.73).
| 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 | 18.804 | 17.063 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 24.1B | 44% |
| Annual Yield % from dividends | 1.09 | 0.34 | 319% |
| Returns for 1 year | 12.02 | 10.13 | 119% |
| Returns for 3 years | 34.06 | 26.24 | 130% |
| Returns for 5 years | 14.73 | 18.29 | 81% |
| Returns for 10 years | 82.16 | 58.07 | 141% |
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