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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
Jun 03, 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: 16.8B vs. JMVRX (10.9B). MVCAX pays higher dividends than JMVRX: MVCAX (1.16) vs JMVRX (0.92). 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 : 9.57 vs. JMVRX (-4.57). MVCAX return over 5 years is better than : 9.01 vs. JMVRX (-22.78).
| 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 | 6.727 | 7.715 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 16.8B | 65% |
| Annual Yield % from dividends | 0.92 | 1.16 | 79% |
| Returns for 1 year | -4.57 | 9.57 | -48% |
| Returns for 3 years | 3.92 | 21.83 | 18% |
| Returns for 5 years | -22.78 | 9.01 | -253% |
| Returns for 10 years | N/A | 76.09 | - |
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