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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
Aug 03, 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: 23.6B vs. DFVEX (5.55B). DFVEX pays higher dividends than JVMRX: DFVEX (1.08) vs JVMRX (0.75). 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 : 24.17 vs. JVMRX (8.86). DFVEX return over 5 years is better than : 47.52 vs. JVMRX (16.31).
| 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 | 14.248 | 14.348 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.55B | 23.6B | 24% |
| Annual Yield % from dividends | 1.08 | 0.75 | 144% |
| Returns for 1 year | 24.17 | 8.86 | 273% |
| Returns for 3 years | 52.69 | 19.29 | 273% |
| Returns for 5 years | 47.52 | 16.31 | 291% |
| Returns for 10 years | 133.81 | 63.73 | 210% |
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