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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
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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. BBVSX (10.3B). BBVSX pays higher dividends than JVMTX: BBVSX (1.08) vs JVMTX (0.56). 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 : 10.08 vs. JVMTX (6.05). JVMTX return over 5 years is better than : 13.20 vs. BBVSX (11.46).
| 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 | 15.418 | 11.703 | 132% |
| 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 | 0.56 | 192% |
| Returns for 1 year | 10.08 | 6.05 | 167% |
| Returns for 3 years | 26.11 | 17.28 | 151% |
| Returns for 5 years | 11.46 | 13.20 | 87% |
| Returns for 10 years | 81.64 | 56.98 | 143% |
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