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JMVRX vs MVCAX
JMVRX vs MVCAX Comparison
Open Charts JMVRX vs MVCAX
JMVRX vs MVCAX Comparison Chart in %
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JMVRX vs. MVCAX commentary
Aug 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. JMVRX (11.4B). MVCAX pays higher dividends than JMVRX: MVCAX (1.09) vs JMVRX (0.87). JMVRX was incepted earlier than MVCAX: JMVRX (10 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than JMVRX (0.80). JMVRX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). JMVRX has a lower initial minimum investment than MVCAX: JMVRX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : 13.72 vs. JMVRX (-0.07). MVCAX return over 5 years is better than : 19.70 vs. JMVRX (-14.82).
| JMVRX | MVCAX | JMVRX / MVCAX | |
| Total Expense Ratio | 0.70 | 0.97 | 72% |
| Annual Report Gross Expense Ratio | 0.80 | 0.98 | 82% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 17.447 | 19.155 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 17.9B | 64% |
| Annual Yield % from dividends | 0.87 | 1.09 | 80% |
| Returns for 1 year | -0.07 | 13.72 | -0% |
| Returns for 3 years | 9.44 | 29.36 | 32% |
| Returns for 5 years | -14.82 | 19.70 | -75% |
| Returns for 10 years | N/A | 90.39 | - |
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