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JDPAX vs JVMIX
JDPAX vs JVMIX Comparison
Open Charts JDPAX vs JVMIX
JDPAX vs JVMIX Comparison Chart in %
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JDPAX vs. JVMIX commentary
Jun 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 JDPAX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. JDPAX (1.99B). JVMIX pays higher dividends than JDPAX: JVMIX (0.71) vs JDPAX (0.45). JDPAX was incepted earlier than JVMIX: JDPAX (17 years) vs JVMIX (29 years). JDPAX (1.20) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. JDPAX (40.00). JDPAX has a lower initial minimum investment than JVMIX: JDPAX (2500) vs JVMIX (250000). JDPAX annual gain was more profitable for investors over the last year : 10.74 vs. JVMIX (7.97). JVMIX return over 5 years is better than : 10.93 vs. JDPAX (-0.12).
| JDPAX | JVMIX | JDPAX / JVMIX | |
| Total Expense Ratio | 1.20 | 0.85 | 141% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 12.403 | 8.846 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 22.9B | 9% |
| Annual Yield % from dividends | 0.45 | 0.71 | 63% |
| Returns for 1 year | 10.74 | 7.97 | 135% |
| Returns for 3 years | 16.91 | 21.50 | 79% |
| Returns for 5 years | -0.12 | 10.93 | -1% |
| Returns for 10 years | 14.26 | 63.98 | 22% |
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