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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
Jul 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. JCVIX (531M). JCVIX pays higher dividends than JVMTX: JCVIX (1.99) vs JVMTX (0.56). 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 : 5.68 vs. JCVIX (-12.30). JVMTX return over 5 years is better than : 13.96 vs. JCVIX (-37.27).
| 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 | 11.505 | 11.885 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 23.3B | 2% |
| Annual Yield % from dividends | 1.99 | 0.56 | 353% |
| Returns for 1 year | -12.30 | 5.68 | -217% |
| Returns for 3 years | -34.82 | 16.12 | -216% |
| Returns for 5 years | -37.27 | 13.96 | -267% |
| Returns for 10 years | -1.94 | 56.16 | -3% |