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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
Sep 15, 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 Buy and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. JMVRX (10.6B). JMVRX pays higher dividends than JVMSX: JMVRX (0.87) vs JVMSX (0.34). JMVRX was incepted earlier than JVMSX: JMVRX (10 years) vs JVMSX (15 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 : 3.68 vs. JMVRX (-5.42). JVMSX return over 5 years is better than : 13.67 vs. JMVRX (-17.72).
| 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 | 15 years | - |
| Gain YTD | 11.946 | 13.841 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 23.4B | 45% |
| Annual Yield % from dividends | 0.87 | 0.34 | 259% |
| Returns for 1 year | -5.42 | 3.68 | -147% |
| Returns for 3 years | 5.63 | 21.03 | 27% |
| Returns for 5 years | -17.72 | 13.67 | -130% |
| Returns for 10 years | 6.65 | 56.50 | 12% |
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