Interact to see
Advertisement
Advertisement
JCVSX vs JVMTX
JCVSX vs JVMTX Comparison
Open Charts JCVSX vs JVMTX
JCVSX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JCVSX vs. JVMTX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. JCVSX (513M). JCVSX pays higher dividends than JVMTX: JCVSX (1.67) vs JVMTX (0.59). 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: 49.00 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 : 6.89 vs. JCVSX (-12.87). JVMTX return over 5 years is better than : 4.06 vs. JCVSX (-46.05).
| 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 | 4.964 | 6.125 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 513M | 22.5B | 2% |
| Annual Yield % from dividends | 1.67 | 0.59 | 286% |
| Returns for 1 year | -12.87 | 6.89 | -187% |
| Returns for 3 years | -33.82 | 19.63 | -172% |
| Returns for 5 years | -46.05 | 4.06 | -1,134% |
| Returns for 10 years | -8.07 | 52.13 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement