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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
Jul 14, 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: 23.3B vs. JMVSX (11.2B). JMVSX (0.78) and JVMRX (0.78) 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 : 6.32 vs. JMVSX (-4.55). JVMRX return over 5 years is better than : 14.37 vs. JMVSX (-18.34).
| 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 | 11.776 | 11.835 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.3B | 48% |
| Annual Yield % from dividends | 0.78 | 0.78 | 101% |
| Returns for 1 year | -4.55 | 6.32 | -72% |
| Returns for 3 years | 0.82 | 18.15 | 5% |
| Returns for 5 years | -18.34 | 14.37 | -128% |
| Returns for 10 years | 3.32 | 59.74 | 6% |
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