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JAMCX vs MVCAX
JAMCX vs MVCAX Comparison
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JAMCX vs MVCAX Comparison Chart in %
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JAMCX vs. MVCAX 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 JAMCX is a Buy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. JAMCX (11.1B). MVCAX pays higher dividends than JAMCX: MVCAX (1.09) vs JAMCX (0.59). JAMCX was incepted earlier than MVCAX: JAMCX (25 years) vs MVCAX (25 years). JAMCX (1.21) is less costly to investors than MVCAX (0.98). JAMCX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). MVCAX initial investment is less costly to investors than JAMCX (5%) vs JAMCX (5%). JAMCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. JAMCX (-2.33). MVCAX return over 5 years is better than : 20.74 vs. JAMCX (-17.92).
| JAMCX | MVCAX | JAMCX / MVCAX | |
| Total Expense Ratio | 1.09 | 0.97 | 112% |
| Annual Report Gross Expense Ratio | 1.21 | 0.98 | 123% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 15.588 | 17.692 | 88% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 17.7B | 63% |
| Annual Yield % from dividends | 0.59 | 1.09 | 54% |
| Returns for 1 year | -2.33 | 13.14 | -18% |
| Returns for 3 years | 7.37 | 29.68 | 25% |
| Returns for 5 years | -17.92 | 20.74 | -86% |
| Returns for 10 years | 1.67 | 86.14 | 2% |
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