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CVERX vs JVMIX
CVERX vs JVMIX Comparison
Open Charts CVERX vs JVMIX
CVERX vs JVMIX Comparison Chart in %
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CVERX vs. JVMIX commentary
Jul 28, 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 CVERX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. CVERX (3.3B). CVERX (0.69) and JVMIX (0.68) have matching dividends . CVERX was incepted earlier than JVMIX: CVERX (14 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than CVERX (0.80). JVMIX is a more actively managed with annual turnover of: 48.00 vs. CVERX (15.00). CVERX has a lower initial minimum investment than JVMIX: CVERX (0) vs JVMIX (250000). CVERX annual gain was more profitable for investors over the last year : 26.36 vs. JVMIX (6.73). CVERX return over 5 years is better than : 41.22 vs. JVMIX (15.71).
| CVERX | JVMIX | CVERX / JVMIX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 0.86 | 93% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 22.671 | 13.615 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 23.6B | 14% |
| Annual Yield % from dividends | 0.69 | 0.68 | 102% |
| Returns for 1 year | 26.36 | 6.73 | 392% |
| Returns for 3 years | 45.42 | 18.73 | 243% |
| Returns for 5 years | 41.22 | 15.71 | 262% |
| Returns for 10 years | 35.15 | 59.46 | 59% |
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