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JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JMVSX vs JVMRX Comparison Chart in %
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JMVSX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. JMVSX (11.2B). JMVSX (0.77) and JVMRX (0.75) have matching dividends . JMVSX was incepted earlier than JVMRX: JMVSX (25 years) vs JVMRX (15 years). JMVSX (0.95) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. JMVSX (39.00). JMVSX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. JMVSX (-2.75). JVMRX return over 5 years is better than : 16.31 vs. JMVSX (-17.66).
| JMVSX | JVMRX | JMVSX / JVMRX | |
| Total Expense Ratio | 0.84 | 0.74 | 114% |
| Annual Report Gross Expense Ratio | 0.95 | 0.75 | 127% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 13.449 | 14.348 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.6B | 47% |
| Annual Yield % from dividends | 0.77 | 0.75 | 102% |
| Returns for 1 year | -2.75 | 8.86 | -31% |
| Returns for 3 years | 1.22 | 19.29 | 6% |
| Returns for 5 years | -17.66 | 16.31 | -108% |
| Returns for 10 years | 5.94 | 63.73 | 9% |
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