Interact to see
Advertisement
Advertisement
JMVRX vs JVMAX
JMVRX vs JVMAX Comparison
Open Charts JMVRX vs JVMAX
JMVRX vs JVMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVRX vs. JVMAX commentary
Jul 04, 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: 23.2B vs. JMVRX (11.2B). JMVRX pays higher dividends than JVMAX: JMVRX (0.89) vs JVMAX (0.50). 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 : 5.06 vs. JMVRX (-4.54). JVMAX return over 5 years is better than : 8.27 vs. JMVRX (-18.13).
| 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 | 11.537 | 10.904 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.2B | 48% |
| Annual Yield % from dividends | 0.89 | 0.50 | 178% |
| Returns for 1 year | -4.54 | 5.06 | -90% |
| Returns for 3 years | 2.83 | 16.45 | 17% |
| Returns for 5 years | -18.13 | 8.27 | -219% |
| Returns for 10 years | N/A | 55.25 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement