Interact to see
Advertisement
Advertisement
JMVIX vs JVMRX
JMVIX vs JVMRX Comparison
Open Charts JMVIX vs JVMRX
JMVIX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVIX 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 JMVIX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. JMVIX (1.99B). JVMRX pays higher dividends than JMVIX: JVMRX (0.81) vs JMVIX (0.34). JMVIX was incepted earlier than JVMRX: JMVIX (17 years) vs JVMRX (15 years). JMVIX (1.32) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. JMVIX (40.00). JMVIX has a lower initial minimum investment than JVMRX: JMVIX (2500) vs JVMRX (1000000). JMVIX annual gain was more profitable for investors over the last year : 10.53 vs. JVMRX (8.08). JVMRX return over 5 years is better than : 11.43 vs. JMVIX (-0.64).
| JMVIX | JVMRX | JMVIX / JVMRX | |
| Total Expense Ratio | 1.32 | 0.74 | 178% |
| Annual Report Gross Expense Ratio | 1.32 | 0.75 | 176% |
| Fund Existence | 17 years | 15 years | - |
| Gain YTD | 12.323 | 8.922 | 138% |
| 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 | 0.34 | 0.81 | 42% |
| Returns for 1 year | 10.53 | 8.08 | 130% |
| Returns for 3 years | 16.48 | 21.91 | 75% |
| Returns for 5 years | -0.64 | 11.43 | -6% |
| Returns for 10 years | 13.32 | 65.14 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement