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JMVIX vs MVCAX
JMVIX vs MVCAX Comparison
Open Charts JMVIX vs MVCAX
JMVIX vs MVCAX Comparison Chart in %
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JMVIX vs. MVCAX commentary
Jul 14, 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. JMVIX (2.02B). MVCAX pays higher dividends than JMVIX: MVCAX (1.11) vs JMVIX (0.33). JMVIX was incepted earlier than MVCAX: JMVIX (17 years) vs MVCAX (25 years). JMVIX (1.32) is less costly to investors than MVCAX (0.98). JMVIX is a more actively managed with annual turnover of: 40.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JMVIX: MVCAX (1000) vs JMVIX (2500). MVCAX annual gain was more profitable for investors over the last year : 9.45 vs. JMVIX (7.23). MVCAX return over 5 years is better than : 17.60 vs. JMVIX (-0.29).
| JMVIX | MVCAX | JMVIX / MVCAX | |
| Total Expense Ratio | 1.32 | 0.97 | 136% |
| Annual Report Gross Expense Ratio | 1.32 | 0.98 | 135% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 12.968 | 13.136 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 17.2B | 12% |
| Annual Yield % from dividends | 0.33 | 1.11 | 30% |
| Returns for 1 year | 7.23 | 9.45 | 77% |
| Returns for 3 years | 11.63 | 20.06 | 58% |
| Returns for 5 years | -0.29 | 17.60 | -2% |
| Returns for 10 years | 8.72 | 82.57 | 11% |
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