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JMVRX vs JVMAX
JMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAX
JMVRX vs JVMAX Comparison Chart in %
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JMVRX vs. JVMAX commentary
Sep 02, 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 JMVRX is a Hold and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. JMVRX (11B). JMVRX pays higher dividends than JVMAX: JMVRX (0.87) vs JVMAX (0.48). JMVRX was incepted earlier than JVMAX: JMVRX (10 years) vs JVMAX (29 years). JVMAX (1.11) is less costly to investors than JMVRX (0.80). JVMAX is a more actively managed with annual turnover of: 48.00 vs. JMVRX (39.00). JMVRX has a lower initial minimum investment than JVMAX: JMVRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 7.11 vs. JMVRX (-3.38). JVMAX return over 5 years is better than : 13.83 vs. JMVRX (-16.91).
| JMVRX | JVMAX | JMVRX / JVMAX | |
| Total Expense Ratio | 0.70 | 1.10 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.11 | 72% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 14.870 | 16.376 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 23.9B | 46% |
| Annual Yield % from dividends | 0.87 | 0.48 | 181% |
| Returns for 1 year | -3.38 | 7.11 | -48% |
| Returns for 3 years | 6.50 | 20.55 | 32% |
| Returns for 5 years | -16.91 | 13.83 | -122% |
| Returns for 10 years | N/A | 52.99 | - |
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