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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
Sep 12, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. DFVEX (5.56B). DFVEX pays higher dividends than JVMIX: DFVEX (1.06) vs JVMIX (0.65). 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 : 19.23 vs. JVMIX (2.36). DFVEX return over 5 years is better than : 49.23 vs. JVMIX (16.01).
| 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 | 15.752 | 13.178 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 23.2B | 24% |
| Annual Yield % from dividends | 1.06 | 0.65 | 163% |
| Returns for 1 year | 19.23 | 2.36 | 816% |
| Returns for 3 years | 61.41 | 21.56 | 285% |
| Returns for 5 years | 49.23 | 16.01 | 307% |
| Returns for 10 years | 135.41 | 60.41 | 224% |
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