Interact to see
Advertisement
Advertisement
JDPNX vs JVMTX
JDPNX vs JVMTX Comparison
Open Charts JDPNX vs JVMTX
JDPNX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JDPNX vs. JVMTX commentary
Sep 19, 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 JDPNX is a Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. JDPNX (1.97B). JDPNX pays higher dividends than JVMTX: JDPNX (0.82) vs JVMTX (0.54). JDPNX was incepted earlier than JVMTX: JDPNX (14 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JDPNX (0.81). JVMTX is a more actively managed with annual turnover of: 48.00 vs. JDPNX (31.00). JVMTX has a lower initial minimum investment than JDPNX: JVMTX (0) vs JDPNX (1000000). JVMTX annual gain was more profitable for investors over the last year : 2.67 vs. JDPNX (1.49). JVMTX return over 5 years is better than : 14.91 vs. JDPNX (-2.26).
| JDPNX | JVMTX | JDPNX / JVMTX | |
| Total Expense Ratio | 0.81 | 0.99 | 82% |
| Annual Report Gross Expense Ratio | 0.81 | 1.10 | 74% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 9.018 | 12.650 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 23.3B | 8% |
| Annual Yield % from dividends | 0.82 | 0.54 | 151% |
| Returns for 1 year | 1.49 | 2.67 | 56% |
| Returns for 3 years | 11.00 | 20.90 | 53% |
| Returns for 5 years | -2.26 | 14.91 | -15% |
| Returns for 10 years | 7.41 | 57.23 | 13% |
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 % |
| RDWBX | 16.25 | 0.13 | +0.81% |
| American Funds Dvlpg Wld Gr&Inc R-2 | |||
| JICAX | 84.91 | N/A | N/A |
| JPMorgan US Sustainable Leaders A | |||
| TILVX | 34.03 | N/A | N/A |
| Nuveen Large Cap Value Idx R6 | |||
| EIEAX | 42.79 | N/A | N/A |
| Eaton Vance Tax-Managed Eq Aset Allc I | |||
| CVRDX | 14.69 | N/A | N/A |
| Connors Hedged Equity Institutional | |||