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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
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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. JMVSX (11B). MVCAX pays higher dividends than JMVSX: MVCAX (1.16) vs JMVSX (0.81). 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 : 11.29 vs. JMVSX (-3.59). MVCAX return over 5 years is better than : 14.75 vs. JMVSX (-19.80).
| 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 | 8.880 | 10.210 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 17B | 65% |
| Annual Yield % from dividends | 0.81 | 1.16 | 70% |
| Returns for 1 year | -3.59 | 11.29 | -32% |
| Returns for 3 years | 4.03 | 23.67 | 17% |
| Returns for 5 years | -19.80 | 14.75 | -134% |
| Returns for 10 years | 5.54 | 87.51 | 6% |
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