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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
Aug 03, 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: 23.6B vs. JDPAX (2.02B). JVMIX pays higher dividends than JDPAX: JVMIX (0.66) vs JDPAX (0.43). 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). JVMIX annual gain was more profitable for investors over the last year : 8.75 vs. JDPAX (8.21). JVMIX return over 5 years is better than : 15.79 vs. JDPAX (-0.43).
| 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 | 13.178 | 14.270 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 23.6B | 9% |
| Annual Yield % from dividends | 0.43 | 0.66 | 65% |
| Returns for 1 year | 8.21 | 8.75 | 94% |
| Returns for 3 years | 10.71 | 18.93 | 57% |
| Returns for 5 years | -0.43 | 15.79 | -3% |
| Returns for 10 years | 9.88 | 62.51 | 16% |
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