Interact to see
Advertisement
Advertisement
JDPAX vs JVMIX
JDPAX vs JVMIX Comparison
Open Charts JDPAX vs JVMIX
JDPAX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDPAX vs. JVMIX commentary
Aug 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: 24.1B vs. JDPAX (1.99B). JVMIX pays higher dividends than JDPAX: JVMIX (0.66) vs JDPAX (0.44). 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 : 10.63 vs. JDPAX (7.57). JVMIX return over 5 years is better than : 20.35 vs. JDPAX (1.60).
| 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 | 13.889 | 17.364 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 24.1B | 8% |
| Annual Yield % from dividends | 0.44 | 0.66 | 66% |
| Returns for 1 year | 7.57 | 10.63 | 71% |
| Returns for 3 years | 16.76 | 27.91 | 60% |
| Returns for 5 years | 1.60 | 20.35 | 8% |
| Returns for 10 years | 7.26 | 62.83 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SICNX | 17.50 | 0.21 | +1.21% |
| Schwab® International Core Equity | |||
| TSMUX | 19.56 | 0.15 | +0.77% |
| Nuveen Quant Small/Mid Cap Eq W | |||
| CAMOX | 29.94 | 0.22 | +0.74% |
| Cambiar Opportunity Inv | |||
| GETGX | 50.52 | 0.22 | +0.44% |
| Victory Sycamore Established Value R | |||
| FSUMX | 18.87 | N/A | N/A |
| Fidelity Series Sustainable U.S. Market | |||