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JMVAX vs MVCAX
JMVAX vs MVCAX Comparison
Open Charts JMVAX vs MVCAX
JMVAX vs MVCAX Comparison Chart in %
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JMVAX vs. MVCAX commentary
Jun 04, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVAX (2.05B). MVCAX pays higher dividends than JMVAX: MVCAX (1.16) vs JMVAX (0.74). JMVAX was incepted earlier than MVCAX: JMVAX (17 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than JMVAX (0.91). JMVAX is a more actively managed with annual turnover of: 40.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JMVAX: MVCAX (1000) vs JMVAX (2500). JMVAX annual gain was more profitable for investors over the last year : 10.94 vs. MVCAX (9.57). MVCAX return over 5 years is better than : 9.01 vs. JMVAX (-4.53).
| JMVAX | MVCAX | JMVAX / MVCAX | |
| Total Expense Ratio | 0.91 | 0.97 | 94% |
| Annual Report Gross Expense Ratio | 0.91 | 0.98 | 93% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 11.007 | 7.715 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 16.8B | 12% |
| Annual Yield % from dividends | 0.74 | 1.16 | 63% |
| Returns for 1 year | 10.94 | 9.57 | 114% |
| Returns for 3 years | 16.50 | 21.83 | 76% |
| Returns for 5 years | -4.53 | 9.01 | -50% |
| Returns for 10 years | 11.67 | 76.09 | 15% |
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