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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
Sep 05, 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 StrongBuy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. JCVIX (558M). JCVIX pays higher dividends than JVMSX: JCVIX (1.84) vs JVMSX (0.34). JCVIX was incepted earlier than JVMSX: JCVIX (24 years) vs JVMSX (15 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 : 7.36 vs. JCVIX (-9.68). JVMSX return over 5 years is better than : 14.21 vs. JCVIX (-36.81).
| 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 | 15 years | - |
| Gain YTD | 17.463 | 15.489 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 23.8B | 2% |
| Annual Yield % from dividends | 1.84 | 0.34 | 549% |
| Returns for 1 year | -9.68 | 7.36 | -132% |
| Returns for 3 years | -30.01 | 20.60 | -146% |
| Returns for 5 years | -36.81 | 14.21 | -259% |
| Returns for 10 years | -0.61 | 54.23 | -1% |
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