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JMVAX vs JVMRX
JMVAX vs JVMRX Comparison
Open Charts JMVAX vs JVMRX
JMVAX vs JVMRX Comparison Chart in %
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JMVAX vs. JVMRX commentary
Aug 23, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. JMVAX (1.99B). JVMRX (0.75) and JMVAX (0.72) have matching dividends . JMVAX was incepted earlier than JVMRX: JMVAX (17 years) vs JVMRX (15 years). JMVAX (0.91) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. JMVAX (40.00). JMVAX has a lower initial minimum investment than JVMRX: JMVAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 10.74 vs. JMVAX (7.60). JVMRX return over 5 years is better than : 20.84 vs. JMVAX (2.02).
| JMVAX | JVMRX | JMVAX / JVMRX | |
| Total Expense Ratio | 0.91 | 0.74 | 123% |
| Annual Report Gross Expense Ratio | 0.91 | 0.75 | 121% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 14.143 | 17.444 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 24.1B | 8% |
| Annual Yield % from dividends | 0.72 | 0.75 | 95% |
| Returns for 1 year | 7.60 | 10.74 | 71% |
| Returns for 3 years | 16.93 | 28.30 | 60% |
| Returns for 5 years | 2.02 | 20.84 | 10% |
| Returns for 10 years | 8.96 | 64.05 | 14% |
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