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JCVSX vs JVMTX
JCVSX vs JVMTX Comparison
Open Charts JCVSX vs JVMTX
JCVSX vs JVMTX Comparison Chart in %
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JCVSX vs. JVMTX commentary
Jul 14, 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 JCVSX is a Buy and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. JCVSX (523M). JCVSX pays higher dividends than JVMTX: JCVSX (1.65) vs JVMTX (0.56). JCVSX was incepted earlier than JVMTX: JCVSX (14 years) vs JVMTX (13 years). JCVSX (1.26) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 48.00 vs. JCVSX (13.00). JCVSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 6.05 vs. JCVSX (-14.15). JVMTX return over 5 years is better than : 13.20 vs. JCVSX (-40.02).
| JCVSX | JVMTX | JCVSX / JVMTX | |
| Total Expense Ratio | 1.25 | 0.99 | 126% |
| Annual Report Gross Expense Ratio | 1.26 | 1.10 | 115% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 9.307 | 11.703 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 523M | 23.3B | 2% |
| Annual Yield % from dividends | 1.65 | 0.56 | 293% |
| Returns for 1 year | -14.15 | 6.05 | -234% |
| Returns for 3 years | -35.48 | 17.28 | -205% |
| Returns for 5 years | -40.02 | 13.20 | -303% |
| Returns for 10 years | -6.21 | 56.98 | -11% |
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