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JMVIX vs JVMIX
JMVIX vs JVMIX Comparison
Open Charts JMVIX vs JVMIX
JMVIX vs JVMIX Comparison Chart in %
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JMVIX vs. JVMIX commentary
Sep 13, 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 JMVIX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. JMVIX (1.97B). JVMIX pays higher dividends than JMVIX: JVMIX (0.65) vs JMVIX (0.33). JMVIX was incepted earlier than JVMIX: JMVIX (17 years) vs JVMIX (29 years). JMVIX (1.32) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. JMVIX (31.00). JMVIX has a lower initial minimum investment than JVMIX: JMVIX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.36 vs. JMVIX (1.26). JVMIX return over 5 years is better than : 16.01 vs. JMVIX (-2.48).
| JMVIX | JVMIX | JMVIX / JVMIX | |
| Total Expense Ratio | 1.32 | 0.85 | 155% |
| Annual Report Gross Expense Ratio | 1.32 | 0.86 | 153% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 10.065 | 13.178 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 23.2B | 8% |
| Annual Yield % from dividends | 0.33 | 0.65 | 51% |
| Returns for 1 year | 1.26 | 2.36 | 54% |
| Returns for 3 years | 11.85 | 21.56 | 55% |
| Returns for 5 years | -2.48 | 16.01 | -15% |
| Returns for 10 years | 5.86 | 60.41 | 10% |
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