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JMVZX vs JVMRX
JMVZX vs JVMRX Comparison
Open Charts JMVZX vs JVMRX
JMVZX vs JVMRX Comparison Chart in %
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JMVZX vs. JVMRX commentary
Aug 03, 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 JMVZX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. JMVZX (11.2B). JVMRX pays higher dividends than JMVZX: JVMRX (0.75) vs JMVZX (0.53). JMVZX was incepted earlier than JVMRX: JMVZX (18 years) vs JVMRX (15 years). JMVZX (1.48) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. JMVZX (39.00). JMVZX has a lower initial minimum investment than JVMRX: JMVZX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. JMVZX (-5.46). JVMRX return over 5 years is better than : 16.31 vs. JMVZX (-23.94).
| JMVZX | JVMRX | JMVZX / JVMRX | |
| Total Expense Ratio | 1.35 | 0.74 | 182% |
| Annual Report Gross Expense Ratio | 1.48 | 0.75 | 197% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 13.094 | 14.348 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.6B | 47% |
| Annual Yield % from dividends | 0.53 | 0.75 | 70% |
| Returns for 1 year | -5.46 | 8.86 | -62% |
| Returns for 3 years | -4.10 | 19.29 | -21% |
| Returns for 5 years | -23.94 | 16.31 | -147% |
| Returns for 10 years | -5.61 | 63.73 | -9% |
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