Interact to see
Advertisement
Advertisement
JMVIX vs JVMIX
JMVIX vs JVMIX Comparison
Open Charts JMVIX vs JVMIX
JMVIX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVIX vs. JVMIX 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 JMVIX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. JMVIX (1.99B). JVMIX pays higher dividends than JMVIX: JVMIX (0.66) 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 (40.00). 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 : 10.63 vs. JMVIX (7.44). JVMIX return over 5 years is better than : 20.35 vs. JMVIX (1.12).
| 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 | 13.806 | 17.364 | 80% |
| 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 | 0.33 | 0.66 | 50% |
| Returns for 1 year | 7.44 | 10.63 | 70% |
| Returns for 3 years | 16.33 | 27.91 | 59% |
| Returns for 5 years | 1.12 | 20.35 | 6% |
| Returns for 10 years | 6.38 | 62.83 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SICNX | 17.50 | 0.21 | +1.21% |
| Schwab® International Core Equity | |||
| TSMUX | 19.56 | 0.15 | +0.77% |
| Nuveen Quant Small/Mid Cap Eq W | |||
| CAMOX | 29.94 | 0.22 | +0.74% |
| Cambiar Opportunity Inv | |||
| GETGX | 50.52 | 0.22 | +0.44% |
| Victory Sycamore Established Value R | |||
| FSUMX | 18.87 | N/A | N/A |
| Fidelity Series Sustainable U.S. Market | |||