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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 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 JMVZX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. JMVZX (11.1B). 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 : 10.74 vs. JMVZX (-4.37). JVMRX return over 5 years is better than : 20.84 vs. JMVZX (-22.49).
| 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 | 15.362 | 17.444 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 24.1B | 46% |
| Annual Yield % from dividends | 0.53 | 0.75 | 70% |
| Returns for 1 year | -4.37 | 10.74 | -41% |
| Returns for 3 years | 3.31 | 28.30 | 12% |
| Returns for 5 years | -22.49 | 20.84 | -108% |
| Returns for 10 years | -6.17 | 64.05 | -10% |
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