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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
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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. JMVSX (10.6B). JMVSX (0.76) and JVMRX (0.74) 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 : 2.46 vs. JMVSX (-7.60). JVMRX return over 5 years is better than : 16.49 vs. JMVSX (-19.12).
| 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 | 10.907 | 13.256 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 23.2B | 46% |
| Annual Yield % from dividends | 0.76 | 0.74 | 103% |
| Returns for 1 year | -7.60 | 2.46 | -309% |
| Returns for 3 years | 3.56 | 21.93 | 16% |
| Returns for 5 years | -19.12 | 16.49 | -116% |
| Returns for 10 years | 3.54 | 61.53 | 6% |
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