Interact to see
Advertisement
Advertisement
JMVYX vs MVCAX
JMVYX vs MVCAX Comparison
Open Charts JMVYX vs MVCAX
JMVYX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMVYX vs. MVCAX commentary
Sep 12, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JMVYX (10.6B). MVCAX pays higher dividends than JMVYX: MVCAX (1.08) vs JMVYX (0.94). 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 : 5.51 vs. JMVYX (-6.94). MVCAX return over 5 years is better than : 15.15 vs. JMVYX (-17.37).
| 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 | 11.104 | 12.903 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 15000000 | 1000 | 1,500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 16.8B | 63% |
| Annual Yield % from dividends | 0.94 | 1.08 | 87% |
| Returns for 1 year | -6.94 | 5.51 | -126% |
| Returns for 3 years | 5.16 | 23.61 | 22% |
| Returns for 5 years | -17.37 | 15.15 | -115% |
| Returns for 10 years | 7.20 | 83.46 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement