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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 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 JMVYX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. JMVYX (11.1B). JMVYX pays higher dividends than JVMRX: JMVYX (0.94) vs JVMRX (0.75). 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 : 10.74 vs. JMVYX (-0.96). JVMRX return over 5 years is better than : 20.84 vs. JMVYX (-14.31).
| 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 | 15.903 | 17.444 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 1000000 | 1,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 24.1B | 46% |
| Annual Yield % from dividends | 0.94 | 0.75 | 125% |
| Returns for 1 year | -0.96 | 10.74 | -9% |
| Returns for 3 years | 10.65 | 28.30 | 38% |
| Returns for 5 years | -14.31 | 20.84 | -69% |
| Returns for 10 years | N/A | 64.05 | - |
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