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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
Jun 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.7B vs. JCVIX (513M). JCVIX pays higher dividends than JVMAX: JCVIX (2.02) vs JVMAX (0.52). 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 : 6.14 vs. JCVIX (-15.01). JVMAX return over 5 years is better than : 3.41 vs. JCVIX (-44.22).
| 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 | 5.444 | 7.451 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 22.7B | 2% |
| Annual Yield % from dividends | 2.02 | 0.52 | 391% |
| Returns for 1 year | -15.01 | 6.14 | -245% |
| Returns for 3 years | -33.70 | 16.98 | -198% |
| Returns for 5 years | -44.22 | 3.41 | -1,298% |
| Returns for 10 years | -2.98 | 51.37 | -6% |