Interact to see
Advertisement
Advertisement
JMVIX vs MVCAX
JMVIX vs MVCAX Comparison
Open Charts JMVIX vs MVCAX
JMVIX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVIX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVIX (1.99B). MVCAX pays higher dividends than JMVIX: MVCAX (1.16) vs JMVIX (0.34). 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 : 11.29 vs. JMVIX (10.53). MVCAX return over 5 years is better than : 14.75 vs. JMVIX (-0.64).
| 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 | 12.323 | 10.210 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 17B | 12% |
| Annual Yield % from dividends | 0.34 | 1.16 | 29% |
| Returns for 1 year | 10.53 | 11.29 | 93% |
| Returns for 3 years | 16.48 | 23.67 | 70% |
| Returns for 5 years | -0.64 | 14.75 | -4% |
| Returns for 10 years | 13.32 | 87.51 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers