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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
Aug 01, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B 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 : 8.79 vs. JMVYX (-1.90). JVMRX return over 5 years is better than : 16.24 vs. JMVYX (-15.76).
| 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 | 13.770 | 14.275 | 96% |
| 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 | 23.6B | 47% |
| Annual Yield % from dividends | 0.96 | 0.78 | 124% |
| Returns for 1 year | -1.90 | 8.79 | -22% |
| Returns for 3 years | 2.89 | 19.21 | 15% |
| Returns for 5 years | -15.76 | 16.24 | -97% |
| Returns for 10 years | N/A | 63.63 | - |
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