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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
Sep 19, 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: 23.3B vs. JMVRX (10.5B). JMVRX pays higher dividends than JVMTX: JMVRX (0.87) vs JVMTX (0.54). 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). JMVRX is a more actively managed with annual turnover of: 68.00 vs. JVMTX (48.00). JMVRX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.67 vs. JMVRX (-6.38). JVMTX return over 5 years is better than : 14.91 vs. JMVRX (-17.88).
| 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 | 10.343 | 12.650 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 23.3B | 45% |
| Annual Yield % from dividends | 0.87 | 0.54 | 161% |
| Returns for 1 year | -6.38 | 2.67 | -239% |
| Returns for 3 years | 4.33 | 20.90 | 21% |
| Returns for 5 years | -17.88 | 14.91 | -120% |
| Returns for 10 years | 4.75 | 57.23 | 8% |
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