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JCVIX vs JVMSX
JCVIX vs JVMSX Comparison
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JCVIX vs JVMSX Comparison Chart in %
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JCVIX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.7B vs. JCVIX (513M). JCVIX pays higher dividends than JVMSX: JCVIX (2.02) vs JVMSX (0.36). 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 : 6.44 vs. JCVIX (-15.01). JVMSX return over 5 years is better than : 4.49 vs. JCVIX (-44.22).
| 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 | 5.444 | 7.360 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 22.7B | 2% |
| Annual Yield % from dividends | 2.02 | 0.36 | 555% |
| Returns for 1 year | -15.01 | 6.44 | -233% |
| Returns for 3 years | -33.70 | 17.80 | -189% |
| Returns for 5 years | -44.22 | 4.49 | -985% |
| Returns for 10 years | -2.98 | 53.62 | -6% |