Interact to see
Advertisement
Advertisement
JSVDX vs JVMRX
JSVDX vs JVMRX Comparison
Open Charts JSVDX vs JVMRX
JSVDX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSVDX vs. JVMRX commentary
Jun 04, 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 JSVDX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. JSVDX (76.3M). JVMRX pays higher dividends than JSVDX: JVMRX (0.81) vs JSVDX (0.28). JSVDX was incepted earlier than JVMRX: JSVDX (14 years) vs JVMRX (15 years). JSVDX (1.30) is less costly to investors than JVMRX (0.75). JSVDX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (49.00). JSVDX has a lower initial minimum investment than JVMRX: JSVDX (2500) vs JVMRX (1000000). JSVDX annual gain was more profitable for investors over the last year : 18.84 vs. JVMRX (7.17). JSVDX return over 5 years is better than : 18.13 vs. JVMRX (5.11).
| JSVDX | JVMRX | JSVDX / JVMRX | |
| Total Expense Ratio | 1.03 | 0.74 | 139% |
| Annual Report Gross Expense Ratio | 1.30 | 0.75 | 173% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 12.141 | 6.227 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3M | 22.5B | 0% |
| Annual Yield % from dividends | 0.28 | 0.81 | 35% |
| Returns for 1 year | 18.84 | 7.17 | 263% |
| Returns for 3 years | 32.36 | 20.52 | 158% |
| Returns for 5 years | 18.13 | 5.11 | 355% |
| Returns for 10 years | 46.33 | 54.85 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers