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JMVRX vs JVMSX
JMVRX vs JVMSX Comparison
Open Charts JMVRX vs JVMSX
JMVRX vs JVMSX Comparison Chart in %
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JMVRX vs. JVMSX commentary
Jun 17, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. JMVRX (11.2B). JMVRX pays higher dividends than JVMSX: JMVRX (0.92) vs JVMSX (0.36). JMVRX was incepted earlier than JVMSX: JMVRX (10 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JMVRX (0.80). JVMSX is a more actively managed with annual turnover of: 48.00 vs. JMVRX (39.00). JMVRX (0) and JVMSX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 8.94 vs. JMVRX (-2.28). JVMSX return over 5 years is better than : 10.67 vs. JMVRX (-17.38).
| JMVRX | JVMSX | JMVRX / JVMSX | |
| Total Expense Ratio | 0.70 | 1.24 | 56% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 9.871 | 9.996 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.2B | 48% |
| Annual Yield % from dividends | 0.92 | 0.36 | 253% |
| Returns for 1 year | -2.28 | 8.94 | -25% |
| Returns for 3 years | 3.41 | 18.95 | 18% |
| Returns for 5 years | -17.38 | 10.67 | -163% |
| Returns for 10 years | N/A | 57.87 | - |
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