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JMVAX vs JVMIX
JMVAX vs JVMIX Comparison
Open Charts JMVAX vs JVMIX
JMVAX vs JVMIX Comparison Chart in %
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JMVAX 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 JMVAX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. JMVAX (1.99B). JMVAX pays higher dividends than JVMIX: JMVAX (0.72) vs JVMIX (0.66). JMVAX was incepted earlier than JVMIX: JMVAX (17 years) vs JVMIX (29 years). JMVAX (0.91) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. JMVAX (40.00). JMVAX has a lower initial minimum investment than JVMIX: JMVAX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 10.63 vs. JMVAX (7.60). JVMIX return over 5 years is better than : 20.35 vs. JMVAX (2.02).
| JMVAX | JVMIX | JMVAX / JVMIX | |
| Total Expense Ratio | 0.91 | 0.85 | 107% |
| Annual Report Gross Expense Ratio | 0.91 | 0.86 | 106% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 14.143 | 17.364 | 81% |
| Front Load | N/A | 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 | 0.72 | 0.66 | 108% |
| Returns for 1 year | 7.60 | 10.63 | 72% |
| Returns for 3 years | 16.93 | 27.91 | 61% |
| Returns for 5 years | 2.02 | 20.35 | 10% |
| Returns for 10 years | 8.96 | 62.83 | 14% |
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