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JMVSX vs MVCAX
JMVSX vs MVCAX Comparison
Open Charts JMVSX vs MVCAX
JMVSX vs MVCAX Comparison Chart in %
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JMVSX vs. MVCAX commentary
Aug 23, 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. JMVSX (11.1B). MVCAX pays higher dividends than JMVSX: MVCAX (1.09) vs JMVSX (0.77). JMVSX was incepted earlier than MVCAX: JMVSX (25 years) vs MVCAX (25 years). MVCAX (0.98) and JMVSX (0.95) have similar cost to investors . JMVSX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JMVSX: MVCAX (1000) vs JMVSX (1000000). MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. JMVSX (-1.63). MVCAX return over 5 years is better than : 20.74 vs. JMVSX (-16.09).
| JMVSX | MVCAX | JMVSX / MVCAX | |
| Total Expense Ratio | 0.84 | 0.97 | 87% |
| Annual Report Gross Expense Ratio | 0.95 | 0.98 | 97% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 15.766 | 17.692 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 17.7B | 63% |
| Annual Yield % from dividends | 0.77 | 1.09 | 70% |
| Returns for 1 year | -1.63 | 13.14 | -12% |
| Returns for 3 years | 9.05 | 29.68 | 31% |
| Returns for 5 years | -16.09 | 20.74 | -78% |
| Returns for 10 years | 5.33 | 86.14 | 6% |
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