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CMUAX vs JVMIX
CMUAX vs JVMIX Comparison
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CMUAX vs JVMIX Comparison Chart in %
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CMUAX vs. JVMIX commentary
Aug 03, 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 CMUAX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. CMUAX (3.3B). JVMIX pays higher dividends than CMUAX: JVMIX (0.66) vs CMUAX (0.46). CMUAX was incepted earlier than JVMIX: CMUAX (25 years) vs JVMIX (29 years). CMUAX (1.13) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. CMUAX (15.00). CMUAX has a lower initial minimum investment than JVMIX: CMUAX (2000) vs JVMIX (250000). CMUAX annual gain was more profitable for investors over the last year : 27.27 vs. JVMIX (8.75). CMUAX return over 5 years is better than : 36.18 vs. JVMIX (15.79).
| CMUAX | JVMIX | CMUAX / JVMIX | |
| Total Expense Ratio | 1.13 | 0.85 | 133% |
| Annual Report Gross Expense Ratio | 1.13 | 0.86 | 131% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 22.503 | 14.270 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 23.6B | 14% |
| Annual Yield % from dividends | 0.46 | 0.66 | 70% |
| Returns for 1 year | 27.27 | 8.75 | 312% |
| Returns for 3 years | 42.91 | 18.93 | 227% |
| Returns for 5 years | 36.18 | 15.79 | 229% |
| Returns for 10 years | 29.70 | 62.51 | 48% |
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