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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
Sep 16, 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 39B vs. JMVRX (10.6B). VMVIX pays higher dividends than JMVRX: VMVIX (1.69) vs JMVRX (0.87). 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 : 18.75 vs. JMVRX (-4.93). VMVIX return over 5 years is better than : 44.37 vs. JMVRX (-17.48).
| 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 | 11.852 | 15.428 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 39B | 27% |
| Annual Yield % from dividends | 0.87 | 1.69 | 51% |
| Returns for 1 year | -4.93 | 18.75 | -26% |
| Returns for 3 years | 5.54 | 50.71 | 11% |
| Returns for 5 years | -17.48 | 44.37 | -39% |
| Returns for 10 years | 6.56 | 126.68 | 5% |
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