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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
Jul 14, 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 Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. JMVZX (11.2B). JVMRX pays higher dividends than JMVZX: JVMRX (0.78) vs JMVZX (0.54). 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 : 6.32 vs. JMVZX (-7.23). JVMRX return over 5 years is better than : 14.37 vs. JMVZX (-24.56).
| 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 | 11.448 | 11.835 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 23.3B | 48% |
| Annual Yield % from dividends | 0.54 | 0.78 | 69% |
| Returns for 1 year | -7.23 | 6.32 | -114% |
| Returns for 3 years | -4.48 | 18.15 | -25% |
| Returns for 5 years | -24.56 | 14.37 | -171% |
| Returns for 10 years | -7.94 | 59.74 | -13% |
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