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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
Jul 14, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. DFVEX (5.56B). DFVEX pays higher dividends than JVMRX: DFVEX (1.10) vs JVMRX (0.78). DFVEX was incepted earlier than JVMRX: DFVEX (21 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: 48.00 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 : 23.05 vs. JVMRX (6.32). DFVEX return over 5 years is better than : 48.06 vs. JVMRX (14.37).
| DFVEX | JVMRX | DFVEX / JVMRX | |
| Total Expense Ratio | 0.24 | 0.74 | 32% |
| Annual Report Gross Expense Ratio | 0.24 | 0.75 | 32% |
| Fund Existence | 21 years | 15 years | - |
| Gain YTD | 13.332 | 11.835 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.56B | 23.3B | 24% |
| Annual Yield % from dividends | 1.10 | 0.78 | 141% |
| Returns for 1 year | 23.05 | 6.32 | 365% |
| Returns for 3 years | 56.53 | 18.15 | 311% |
| Returns for 5 years | 48.06 | 14.37 | 335% |
| Returns for 10 years | 129.20 | 59.74 | 216% |
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