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JSVDX vs MVCAX
JSVDX vs MVCAX Comparison
Open Charts JSVDX vs MVCAX
JSVDX vs MVCAX Comparison Chart in %
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JSVDX vs. MVCAX 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 JSVDX is a Hold and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. JSVDX (70.1M). MVCAX pays higher dividends than JSVDX: MVCAX (1.09) vs JSVDX (0.28). JSVDX was incepted earlier than MVCAX: JSVDX (15 years) vs MVCAX (25 years). JSVDX (1.30) is less costly to investors than MVCAX (0.98). JSVDX is a more actively managed with annual turnover of: 76.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JSVDX: MVCAX (1000) vs JSVDX (2500). MVCAX annual gain was more profitable for investors over the last year : 13.14 vs. JSVDX (5.53). JSVDX return over 5 years is better than : 27.48 vs. MVCAX (20.74).
| JSVDX | MVCAX | JSVDX / MVCAX | |
| Total Expense Ratio | 1.03 | 0.97 | 106% |
| Annual Report Gross Expense Ratio | 1.30 | 0.98 | 133% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 12.008 | 17.692 | 68% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.1M | 17.7B | 0% |
| Annual Yield % from dividends | 0.28 | 1.09 | 26% |
| Returns for 1 year | 5.53 | 13.14 | 42% |
| Returns for 3 years | 29.79 | 29.68 | 100% |
| Returns for 5 years | 27.48 | 20.74 | 133% |
| Returns for 10 years | 40.35 | 86.14 | 47% |
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