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JMVRX vs VMVIX
JMVRX vs VMVIX Comparison
Open Charts JMVRX vs VMVIX
JMVRX vs VMVIX Comparison Chart in %
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JMVRX vs. VMVIX commentary
Jul 27, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 37.2B vs. JMVRX (11.1B). VMVIX pays higher dividends than JMVRX: VMVIX (1.76) vs JMVRX (0.89). JMVRX was incepted earlier than VMVIX: JMVRX (10 years) vs VMVIX (20 years). JMVRX (0.80) is less costly to investors than VMVIX (0.19). JMVRX is a more actively managed with annual turnover of: 39.00 vs. VMVIX (23.00). JMVRX has a lower initial minimum investment than VMVIX: JMVRX (0) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 20.98 vs. JMVRX (-4.85). VMVIX return over 5 years is better than : 48.00 vs. JMVRX (-16.37).
| JMVRX | VMVIX | JMVRX / VMVIX | |
| Total Expense Ratio | 0.70 | 0.19 | 368% |
| Annual Report Gross Expense Ratio | 0.80 | 0.19 | 421% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 12.449 | 15.557 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 37.2B | 30% |
| Annual Yield % from dividends | 0.89 | 1.76 | 50% |
| Returns for 1 year | -4.85 | 20.98 | -23% |
| Returns for 3 years | 0.93 | 43.16 | 2% |
| Returns for 5 years | -16.37 | 48.00 | -34% |
| Returns for 10 years | N/A | 124.45 | - |
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