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JSVTX vs JVMAX
JSVTX vs JVMAX Comparison
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JSVTX vs JVMAX Comparison Chart in %
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JSVTX vs. JVMAX 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 JSVTX is a Buy and JVMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. JSVTX (71.7M). JVMAX pays higher dividends than JSVTX: JVMAX (0.48) vs JSVTX (0.18). JSVTX was incepted earlier than JVMAX: JSVTX (15 years) vs JVMAX (29 years). JSVTX (1.44) is less costly to investors than JVMAX (1.11). JSVTX is a more actively managed with annual turnover of: 76.00 vs. JVMAX (48.00). JVMAX has a lower initial minimum investment than JSVTX: JVMAX (1000) vs JSVTX (2500). JVMAX (7.92) and JSVTX (7.70) have marching annual gain over last year. JSVTX return over 5 years is better than : 21.92 vs. JVMAX (12.59).
| JSVTX | JVMAX | JSVTX / JVMAX | |
| Total Expense Ratio | 1.15 | 1.10 | 105% |
| Annual Report Gross Expense Ratio | 1.44 | 1.11 | 130% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 10.993 | 14.086 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.7M | 23.6B | 0% |
| Annual Yield % from dividends | 0.18 | 0.48 | 38% |
| Returns for 1 year | 7.70 | 7.92 | 97% |
| Returns for 3 years | 21.27 | 16.53 | 129% |
| Returns for 5 years | 21.92 | 12.59 | 174% |
| Returns for 10 years | 41.80 | 55.40 | 75% |
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