JMVSX
Price
$34.76
Change
+$0.29 (+0.84%)
Updated
Sep 11 closing price
Net Assets
10.57B
JVMIX
Price
$31.36
Change
+$0.27 (+0.87%)
Updated
Sep 11 closing price
Net Assets
23.18B
Interact to see
Advertisement

JMVSX vs JVMIX

JMVSX vs JVMIX Comparison Chart in %
View a ticker or compare two or three
VS
JMVSX vs. JVMIX commentary
Sep 13, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. JMVSX (10.6B). JMVSX pays higher dividends than JVMIX: JMVSX (0.76) vs JVMIX (0.65). 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 : 2.36 vs. JMVSX (-7.60). JVMIX return over 5 years is better than : 16.01 vs. JMVSX (-19.12).
JMVSXJVMIXJMVSX / JVMIX
Total Expense Ratio0.840.8599%
Annual Report Gross Expense Ratio0.950.86110%
Fund Existence25 years29 years-
Gain YTD10.90713.17883%
Front LoadN/AN/A-
Min. Initial Investment1000000250000400%
Min. Initial Investment IRAN/AN/A-
Net Assets10.6B23.2B46%
Annual Yield % from dividends0.760.65117%
Returns for 1 year-7.602.36-322%
Returns for 3 years3.5621.5617%
Returns for 5 years-19.1216.01-119%
Returns for 10 years3.5460.416%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TWQIX19.81N/A
N/A
Transamerica Large Cap Value I
GLNNX25.85N/A
N/A
MFS Global New Discovery R6
THCVX33.97N/A
N/A
Nuveen Large Cap Value Idx I
VRMGX38.46N/A
N/A
Virtus KAR Mid-Cap Growth R6
VIPAX30.09N/A
N/A
Voya Index Plus LargeCap Port ADV