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JCVCX vs JVMSX
JCVCX vs JVMSX Comparison
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JCVCX vs JVMSX Comparison Chart in %
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JCVCX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. JCVCX (529M). JCVCX pays higher dividends than JVMSX: JCVCX (1.13) vs JVMSX (0.35). JCVCX was incepted earlier than JVMSX: JCVCX (24 years) vs JVMSX (14 years). JCVCX (1.87) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 48.00 vs. JCVCX (13.00). JVMSX has a lower initial minimum investment than JCVCX: JVMSX (0) vs JCVCX (1000). JVMSX annual gain was more profitable for investors over the last year : 6.91 vs. JCVCX (-14.39). JVMSX return over 5 years is better than : 14.31 vs. JCVCX (-41.67).
| JCVCX | JVMSX | JCVCX / JVMSX | |
| Total Expense Ratio | 1.86 | 1.24 | 150% |
| Annual Report Gross Expense Ratio | 1.87 | 1.25 | 150% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 10.745 | 13.328 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 23.6B | 2% |
| Annual Yield % from dividends | 1.13 | 0.35 | 325% |
| Returns for 1 year | -14.39 | 6.91 | -208% |
| Returns for 3 years | -38.64 | 16.41 | -235% |
| Returns for 5 years | -41.67 | 14.31 | -291% |
| Returns for 10 years | -11.85 | 54.66 | -22% |