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JCVCX vs JVMAX
JCVCX vs JVMAX Comparison
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JCVCX vs JVMAX Comparison Chart in %
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JCVCX vs. JVMAX commentary
Jul 26, 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 JCVCX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. JCVCX (529M). JCVCX pays higher dividends than JVMAX: JCVCX (1.13) vs JVMAX (0.50). JCVCX was incepted earlier than JVMAX: JCVCX (24 years) vs JVMAX (29 years). JCVCX (1.87) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 48.00 vs. JCVCX (13.00). JCVCX (1000) and JVMAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 6.60 vs. JCVCX (-14.39). JVMAX return over 5 years is better than : 13.08 vs. JCVCX (-41.67).
| JCVCX | JVMAX | JCVCX / JVMAX | |
| Total Expense Ratio | 1.86 | 1.10 | 169% |
| Annual Report Gross Expense Ratio | 1.87 | 1.11 | 168% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 10.745 | 13.426 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 23.6B | 2% |
| Annual Yield % from dividends | 1.13 | 0.50 | 229% |
| Returns for 1 year | -14.39 | 6.60 | -218% |
| Returns for 3 years | -38.64 | 15.58 | -248% |
| Returns for 5 years | -41.67 | 13.08 | -319% |
| Returns for 10 years | -11.85 | 52.41 | -23% |
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