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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
Jun 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. JMVAX (1.99B). JVMRX pays higher dividends than JMVAX: JVMRX (0.81) vs JMVAX (0.74). 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). JMVAX annual gain was more profitable for investors over the last year : 8.98 vs. JVMRX (7.59). JVMRX return over 5 years is better than : 10.89 vs. JMVAX (-0.78).
| 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 | 12.141 | 9.250 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 22.9B | 9% |
| Annual Yield % from dividends | 0.74 | 0.81 | 91% |
| Returns for 1 year | 8.98 | 7.59 | 118% |
| Returns for 3 years | 16.58 | 22.28 | 74% |
| Returns for 5 years | -0.78 | 10.89 | -7% |
| Returns for 10 years | 15.56 | 65.64 | 24% |
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