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JSVDX vs JVMTX
JSVDX vs JVMTX Comparison
Open Charts JSVDX vs JVMTX
JSVDX vs JVMTX Comparison Chart in %
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JSVDX vs. JVMTX 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. JSVDX (71.7M). JVMTX pays higher dividends than JSVDX: JVMTX (0.55) vs JSVDX (0.28). JSVDX was incepted earlier than JVMTX: JSVDX (15 years) vs JVMTX (13 years). JSVDX (1.30) is less costly to investors than JVMTX (1.10). JSVDX is a more actively managed with annual turnover of: 76.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than JSVDX: JVMTX (0) vs JSVDX (2500). JVMTX annual gain was more profitable for investors over the last year : 8.59 vs. JSVDX (7.83). JSVDX return over 5 years is better than : 22.62 vs. JVMTX (15.14).
| JSVDX | JVMTX | JSVDX / JVMTX | |
| Total Expense Ratio | 1.03 | 0.99 | 104% |
| Annual Report Gross Expense Ratio | 1.30 | 1.10 | 118% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 11.074 | 14.182 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 23.6B | 0% |
| Annual Yield % from dividends | 0.28 | 0.55 | 51% |
| Returns for 1 year | 7.83 | 8.59 | 91% |
| Returns for 3 years | 21.60 | 18.37 | 118% |
| Returns for 5 years | 22.62 | 15.14 | 149% |
| Returns for 10 years | 43.31 | 60.86 | 71% |
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