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JSVDX vs JVMRX
JSVDX vs JVMRX Comparison
Open Charts JSVDX vs JVMRX
JSVDX vs JVMRX Comparison Chart in %
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JSVDX 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 JSVDX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. JSVDX (71.7M). JVMRX pays higher dividends than JSVDX: JVMRX (0.75) vs JSVDX (0.28). JSVDX was incepted earlier than JVMRX: JSVDX (15 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 (48.00). JSVDX has a lower initial minimum investment than JVMRX: JSVDX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. JSVDX (7.83). JSVDX return over 5 years is better than : 22.62 vs. JVMRX (16.31).
| JSVDX | JVMRX | JSVDX / JVMRX | |
| Total Expense Ratio | 1.03 | 0.74 | 139% |
| Annual Report Gross Expense Ratio | 1.30 | 0.75 | 173% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 11.074 | 14.348 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 23.6B | 0% |
| Annual Yield % from dividends | 0.28 | 0.75 | 37% |
| Returns for 1 year | 7.83 | 8.86 | 88% |
| Returns for 3 years | 21.60 | 19.29 | 112% |
| Returns for 5 years | 22.62 | 16.31 | 139% |
| Returns for 10 years | 43.31 | 63.73 | 68% |
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