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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
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.7B vs. JCVIX (513M). JCVIX pays higher dividends than JVMTX: JCVIX (2.02) vs JVMTX (0.59). 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 : 6.77 vs. JCVIX (-15.01). JVMTX return over 5 years is better than : 5.72 vs. JCVIX (-44.22).
| 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 | 5.444 | 7.510 | 72% |
| 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 | 0.59 | 345% |
| Returns for 1 year | -15.01 | 6.77 | -222% |
| Returns for 3 years | -33.70 | 18.84 | -179% |
| Returns for 5 years | -44.22 | 5.72 | -774% |
| Returns for 10 years | -2.98 | 56.62 | -5% |
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