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JCVIX vs JVMAX
JCVIX vs JVMAX Comparison
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JCVIX vs JVMAX Comparison Chart in %
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JCVIX vs. JVMAX commentary
Jul 24, 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 JCVIX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. JCVIX (531M). JCVIX pays higher dividends than JVMAX: JCVIX (1.99) vs JVMAX (0.50). JCVIX was incepted earlier than JVMAX: JCVIX (24 years) vs JVMAX (29 years). JVMAX (1.11) is less costly to investors than JCVIX (0.87). JVMAX is a more actively managed with annual turnover of: 48.00 vs. JCVIX (13.00). JVMAX has a lower initial minimum investment than JCVIX: JVMAX (1000) vs JCVIX (250000). JVMAX annual gain was more profitable for investors over the last year : 5.03 vs. JCVIX (-12.30). JVMAX return over 5 years is better than : 11.46 vs. JCVIX (-37.27).
| JCVIX | JVMAX | JCVIX / JVMAX | |
| Total Expense Ratio | 0.86 | 1.10 | 78% |
| Annual Report Gross Expense Ratio | 0.87 | 1.11 | 78% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 11.505 | 11.797 | 98% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 23.3B | 2% |
| Annual Yield % from dividends | 1.99 | 0.50 | 401% |
| Returns for 1 year | -12.30 | 5.03 | -245% |
| Returns for 3 years | -34.82 | 14.32 | -243% |
| Returns for 5 years | -37.27 | 11.46 | -325% |
| Returns for 10 years | -1.94 | 50.90 | -4% |