Interact to see
Advertisement
Advertisement
JMVSX vs JVMRX
JMVSX vs JVMRX Comparison
Open Charts JMVSX vs JVMRX
JMVSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVSX vs. JVMRX commentary
Jun 24, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. JMVSX (11B). JMVSX (0.81) and JVMRX (0.81) 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 : 8.08 vs. JMVSX (-3.59). JVMRX return over 5 years is better than : 11.43 vs. JMVSX (-19.80).
| 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 | 8.880 | 8.922 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 22.9B | 48% |
| Annual Yield % from dividends | 0.81 | 0.81 | 100% |
| Returns for 1 year | -3.59 | 8.08 | -44% |
| Returns for 3 years | 4.03 | 21.91 | 18% |
| Returns for 5 years | -19.80 | 11.43 | -173% |
| Returns for 10 years | 5.54 | 65.14 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers