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DFVEX vs JVMIX
DFVEX vs JVMIX Comparison
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DFVEX vs JVMIX Comparison Chart in %
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DFVEX vs. JVMIX 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 DFVEX is a StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. DFVEX (5.66B). DFVEX pays higher dividends than JVMIX: DFVEX (1.08) vs JVMIX (0.66). DFVEX was incepted earlier than JVMIX: DFVEX (21 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than DFVEX (0.24). JVMIX is a more actively managed with annual turnover of: 48.00 vs. DFVEX (9.00). DFVEX has a lower initial minimum investment than JVMIX: DFVEX (0) vs JVMIX (250000). DFVEX annual gain was more profitable for investors over the last year : 24.92 vs. JVMIX (10.63). DFVEX return over 5 years is better than : 51.59 vs. JVMIX (20.35).
| DFVEX | JVMIX | DFVEX / JVMIX | |
| Total Expense Ratio | 0.24 | 0.85 | 28% |
| Annual Report Gross Expense Ratio | 0.24 | 0.86 | 28% |
| Fund Existence | 21 years | 29 years | - |
| Gain YTD | 16.831 | 17.364 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.66B | 24.1B | 23% |
| Annual Yield % from dividends | 1.08 | 0.66 | 163% |
| Returns for 1 year | 24.92 | 10.63 | 234% |
| Returns for 3 years | 64.43 | 27.91 | 231% |
| Returns for 5 years | 51.59 | 20.35 | 254% |
| Returns for 10 years | 131.66 | 62.83 | 210% |
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