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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
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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVIX (1.97B). MVCAX pays higher dividends than JMVIX: MVCAX (1.08) 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: 31.00 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 : 5.51 vs. JMVIX (1.26). MVCAX return over 5 years is better than : 15.15 vs. JMVIX (-2.48).
| 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 | 10.065 | 12.903 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 16.8B | 12% |
| Annual Yield % from dividends | 0.33 | 1.08 | 31% |
| Returns for 1 year | 1.26 | 5.51 | 23% |
| Returns for 3 years | 11.85 | 23.61 | 50% |
| Returns for 5 years | -2.48 | 15.15 | -16% |
| Returns for 10 years | 5.86 | 83.46 | 7% |
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