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JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JMVYX vs MVCAX Comparison Chart in %
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JMVYX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.4B vs. JMVYX (11.2B). MVCAX pays higher dividends than JMVYX: MVCAX (1.11) vs JMVYX (0.96). JMVYX was incepted earlier than MVCAX: JMVYX (10 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than JMVYX (0.70). JMVYX is a more actively managed with annual turnover of: 39.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JMVYX: MVCAX (1000) vs JMVYX (15000000). MVCAX annual gain was more profitable for investors over the last year : 9.33 vs. JMVYX (-4.31). MVCAX return over 5 years is better than : 17.30 vs. JMVYX (-16.56).
| JMVYX | MVCAX | JMVYX / MVCAX | |
| Total Expense Ratio | 0.60 | 0.97 | 62% |
| Annual Report Gross Expense Ratio | 0.70 | 0.98 | 71% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 12.139 | 13.402 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 17.4B | 64% |
| Annual Yield % from dividends | 0.96 | 1.11 | 86% |
| Returns for 1 year | -4.31 | 9.33 | -46% |
| Returns for 3 years | 4.44 | 22.69 | 20% |
| Returns for 5 years | -16.56 | 17.30 | -96% |
| Returns for 10 years | N/A | 85.76 | - |
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