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JMVRX vs JVMTX
JMVRX vs JVMTX Comparison
Open Charts JMVRX vs JVMTX
JMVRX vs JVMTX Comparison Chart in %
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JMVRX vs. JVMTX commentary
Jun 21, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. JMVRX (11B). JMVRX pays higher dividends than JVMTX: JMVRX (0.92) vs JVMTX (0.59). JMVRX was incepted earlier than JVMTX: JMVRX (10 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JMVRX (0.80). JVMTX is a more actively managed with annual turnover of: 48.00 vs. JMVRX (39.00). JMVRX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 8.23 vs. JMVRX (-2.71). JVMTX return over 5 years is better than : 13.02 vs. JMVRX (-16.44).
| JMVRX | JVMTX | JMVRX / JVMTX | |
| Total Expense Ratio | 0.70 | 0.99 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.10 | 73% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 8.959 | 8.786 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 22.9B | 48% |
| Annual Yield % from dividends | 0.92 | 0.59 | 157% |
| Returns for 1 year | -2.71 | 8.23 | -33% |
| Returns for 3 years | 0.30 | 16.99 | 2% |
| Returns for 5 years | -16.44 | 13.02 | -126% |
| Returns for 10 years | N/A | 57.44 | - |
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