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JCVIX vs JVMTX
JCVIX vs JVMTX Comparison
Open Charts JCVIX vs JVMTX
JCVIX vs JVMTX Comparison Chart in %
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JCVIX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. JCVIX (553M). JCVIX pays higher dividends than JVMTX: JCVIX (1.88) vs JVMTX (0.55). JCVIX was incepted earlier than JVMTX: JCVIX (24 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JCVIX (0.87). JVMTX is a more actively managed with annual turnover of: 48.00 vs. JCVIX (13.00). JVMTX has a lower initial minimum investment than JCVIX: JVMTX (0) vs JCVIX (250000). JVMTX annual gain was more profitable for investors over the last year : 9.06 vs. JCVIX (-7.67). JVMTX return over 5 years is better than : 17.31 vs. JCVIX (-37.93).
| JCVIX | JVMTX | JCVIX / JVMTX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.87 | 1.10 | 79% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 17.155 | 17.754 | 97% |
| 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 | 0.55 | 343% |
| Returns for 1 year | -7.67 | 9.06 | -85% |
| Returns for 3 years | -30.73 | 24.19 | -127% |
| Returns for 5 years | -37.93 | 17.31 | -219% |
| Returns for 10 years | 0.23 | 61.91 | 0% |
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