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DFVEX vs JVMRX
DFVEX vs JVMRX Comparison
Open Charts DFVEX vs JVMRX
DFVEX vs JVMRX Comparison Chart in %
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DFVEX vs. JVMRX commentary
Jun 04, 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 Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. DFVEX (5.5B). DFVEX pays higher dividends than JVMRX: DFVEX (1.08) vs JVMRX (0.81). DFVEX was incepted earlier than JVMRX: DFVEX (20 years) vs JVMRX (15 years). JVMRX (0.75) is less costly to investors than DFVEX (0.24). JVMRX is a more actively managed with annual turnover of: 49.00 vs. DFVEX (9.00). DFVEX has a lower initial minimum investment than JVMRX: DFVEX (0) vs JVMRX (1000000). DFVEX annual gain was more profitable for investors over the last year : 29.52 vs. JVMRX (7.17). DFVEX return over 5 years is better than : 41.47 vs. JVMRX (5.11).
| DFVEX | JVMRX | DFVEX / JVMRX | |
| Total Expense Ratio | 0.24 | 0.74 | 32% |
| Annual Report Gross Expense Ratio | 0.24 | 0.75 | 32% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 11.742 | 6.227 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.5B | 22.5B | 24% |
| Annual Yield % from dividends | 1.08 | 0.81 | 134% |
| Returns for 1 year | 29.52 | 7.17 | 412% |
| Returns for 3 years | 63.45 | 20.52 | 309% |
| Returns for 5 years | 41.47 | 5.11 | 811% |
| Returns for 10 years | 131.95 | 54.85 | 241% |
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