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JVMAX vs JVMIX
JVMAX vs JVMIX Comparison
Open Charts JVMAX vs JVMIX
JVMAX vs JVMIX Comparison Chart in %
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JVMAX vs. JVMIX commentary
Jul 16, 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 JVMAX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (23.2B) and JVMIX (23.2B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.68) vs JVMAX (0.50). JVMAX was incepted earlier than JVMIX: JVMAX (29 years) vs JVMIX (29 years). JVMAX (1.11) is less costly to investors than JVMIX (0.86). JVMAX (48.00) and JVMIX (48.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMIX: JVMAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 7.73 vs. JVMAX (6.94). JVMIX return over 5 years is better than : 15.57 vs. JVMAX (12.38).
| JVMAX | JVMIX | JVMAX / JVMIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.11 | 0.86 | 129% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 11.564 | 11.722 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 23.2B | 100% |
| Annual Yield % from dividends | 0.50 | 0.68 | 73% |
| Returns for 1 year | 6.94 | 7.73 | 90% |
| Returns for 3 years | 15.39 | 17.71 | 87% |
| Returns for 5 years | 12.38 | 15.57 | 79% |
| Returns for 10 years | 51.58 | 58.50 | 88% |
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