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JMVSX vs JVMIX
JMVSX vs JVMIX Comparison
Open Charts JMVSX vs JVMIX
JMVSX vs JVMIX Comparison Chart in %
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JMVSX vs. JVMIX commentary
Aug 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 JMVSX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. JMVSX (11.2B). JMVSX pays higher dividends than JVMIX: JMVSX (0.77) vs JVMIX (0.66). JMVSX was incepted earlier than JVMIX: JMVSX (25 years) vs JVMIX (29 years). JMVSX (0.95) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. JMVSX (39.00). JVMIX has a lower initial minimum investment than JMVSX: JVMIX (250000) vs JMVSX (1000000). JVMIX annual gain was more profitable for investors over the last year : 8.75 vs. JMVSX (-2.75). JVMIX return over 5 years is better than : 15.79 vs. JMVSX (-17.66).
| JMVSX | JVMIX | JMVSX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.95 | 0.86 | 110% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 13.449 | 14.270 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.6B | 47% |
| Annual Yield % from dividends | 0.77 | 0.66 | 116% |
| Returns for 1 year | -2.75 | 8.75 | -31% |
| Returns for 3 years | 1.22 | 18.93 | 6% |
| Returns for 5 years | -17.66 | 15.79 | -112% |
| Returns for 10 years | 5.94 | 62.51 | 10% |
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