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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
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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.2B vs. JMVSX (11.2B). MVCAX pays higher dividends than JMVSX: MVCAX (1.11) vs JMVSX (0.78). 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 : 9.45 vs. JMVSX (-4.55). MVCAX return over 5 years is better than : 17.60 vs. JMVSX (-18.34).
| 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 | 11.776 | 13.136 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 17.2B | 65% |
| Annual Yield % from dividends | 0.78 | 1.11 | 70% |
| Returns for 1 year | -4.55 | 9.45 | -48% |
| Returns for 3 years | 0.82 | 20.06 | 4% |
| Returns for 5 years | -18.34 | 17.60 | -104% |
| Returns for 10 years | 3.32 | 82.57 | 4% |
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