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BBVSX vs JVMTX
BBVSX vs JVMTX Comparison
Open Charts BBVSX vs JVMTX
BBVSX vs JVMTX Comparison Chart in %
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BBVSX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. BBVSX (10.2B). BBVSX pays higher dividends than JVMTX: BBVSX (1.13) vs JVMTX (0.59). BBVSX was incepted earlier than JVMTX: BBVSX (11 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than BBVSX (0.67). BBVSX is a more actively managed with annual turnover of: 58.00 vs. JVMTX (48.00). BBVSX (0) and JVMTX (0) have matching initial minimum investment requirements. BBVSX annual gain was more profitable for investors over the last year : 15.62 vs. JVMTX (7.80). JVMTX return over 5 years is better than : 10.29 vs. BBVSX (9.75).
| BBVSX | JVMTX | BBVSX / JVMTX | |
| Total Expense Ratio | 0.38 | 0.99 | 38% |
| Annual Report Gross Expense Ratio | 0.67 | 1.10 | 61% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 15.058 | 8.786 | 171% |
| 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 | 0.59 | 193% |
| Returns for 1 year | 15.62 | 7.80 | 200% |
| Returns for 3 years | 32.74 | 20.97 | 156% |
| Returns for 5 years | 9.75 | 10.29 | 95% |
| Returns for 10 years | 92.20 | 62.20 | 148% |
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