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JCVIX vs JVMSX
JCVIX vs JVMSX Comparison
Open Charts JCVIX vs JVMSX
JCVIX vs JVMSX Comparison Chart in %
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JCVIX vs. JVMSX commentary
Aug 15, 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 Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. JCVIX (553M). JCVIX pays higher dividends than JVMSX: JCVIX (1.88) vs JVMSX (0.34). JCVIX was incepted earlier than JVMSX: JCVIX (24 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JCVIX (0.87). JVMSX is a more actively managed with annual turnover of: 48.00 vs. JCVIX (13.00). JVMSX has a lower initial minimum investment than JCVIX: JVMSX (0) vs JCVIX (250000). JVMSX annual gain was more profitable for investors over the last year : 8.78 vs. JCVIX (-7.67). JVMSX return over 5 years is better than : 16.02 vs. JCVIX (-37.93).
| JCVIX | JVMSX | JCVIX / JVMSX | |
| Total Expense Ratio | 0.86 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.87 | 1.25 | 70% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 17.155 | 17.576 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 24.3B | 2% |
| Annual Yield % from dividends | 1.88 | 0.34 | 552% |
| Returns for 1 year | -7.67 | 8.78 | -87% |
| Returns for 3 years | -30.73 | 23.15 | -133% |
| Returns for 5 years | -37.93 | 16.02 | -237% |
| Returns for 10 years | 0.23 | 58.84 | 0% |
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