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JMVYX vs JVMRX
JMVYX vs JVMRX Comparison
Open Charts JMVYX vs JVMRX
JMVYX vs JVMRX Comparison Chart in %
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JMVYX vs. JVMRX commentary
Jul 07, 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 JMVYX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.4B vs. JMVYX (11.2B). JMVYX pays higher dividends than JVMRX: JMVYX (0.96) vs JVMRX (0.78). JMVYX was incepted earlier than JVMRX: JMVYX (10 years) vs JVMRX (15 years). JVMRX (0.75) is less costly to investors than JMVYX (0.70). JVMRX is a more actively managed with annual turnover of: 48.00 vs. JMVYX (39.00). JVMRX has a lower initial minimum investment than JMVYX: JVMRX (1000000) vs JMVYX (15000000). JVMRX annual gain was more profitable for investors over the last year : 6.09 vs. JMVYX (-4.31). JVMRX return over 5 years is better than : 14.19 vs. JMVYX (-16.56).
| JMVYX | JVMRX | JMVYX / JVMRX | |
| Total Expense Ratio | 0.60 | 0.74 | 81% |
| Annual Report Gross Expense Ratio | 0.70 | 0.75 | 93% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 12.139 | 11.981 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.4B | 48% |
| Annual Yield % from dividends | 0.96 | 0.78 | 124% |
| Returns for 1 year | -4.31 | 6.09 | -71% |
| Returns for 3 years | 4.44 | 21.07 | 21% |
| Returns for 5 years | -16.56 | 14.19 | -117% |
| Returns for 10 years | N/A | 62.99 | - |
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