Interact to see
Advertisement
Advertisement
JAMVX vs JVMRX
JAMVX vs JVMRX Comparison
Open Charts JAMVX vs JVMRX
JAMVX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAMVX vs. JVMRX 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 JAMVX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. JAMVX (120M). JAMVX (0.78) and JVMRX (0.75) have matching dividends . JAMVX was incepted earlier than JVMRX: JAMVX (23 years) vs JVMRX (15 years). JAMVX (0.86) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. JAMVX (40.00). JAMVX has a lower initial minimum investment than JVMRX: JAMVX (0) vs JVMRX (1000000). JAMVX annual gain was more profitable for investors over the last year : 13.68 vs. JVMRX (10.74). JVMRX return over 5 years is better than : 20.84 vs. JAMVX (14.22).
| JAMVX | JVMRX | JAMVX / JVMRX | |
| Total Expense Ratio | 0.83 | 0.74 | 112% |
| Annual Report Gross Expense Ratio | 0.86 | 0.75 | 115% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 10.447 | 17.444 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 24.1B | 0% |
| Annual Yield % from dividends | 0.78 | 0.75 | 104% |
| Returns for 1 year | 13.68 | 10.74 | 127% |
| Returns for 3 years | 24.72 | 28.30 | 87% |
| Returns for 5 years | 14.22 | 20.84 | 68% |
| Returns for 10 years | 37.04 | 64.05 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CPECX | 21.40 | 0.22 | +1.04% |
| Catalyst Dynamic Alpha C | |||
| QCACX | 50.01 | 0.28 | +0.56% |
| Federated Hermes MDT All Cap Core C | |||
| BSPSX | 892.35 | 3.90 | +0.44% |
| iShares S&P 500 Index Service | |||
| FGEKX | 27.70 | N/A | N/A |
| Fidelity Advisor® Global EquityInc Z | |||
| CSHAX | 13.12 | -0.11 | -0.83% |
| NYLI Cushing® MLP Premier Class A | |||