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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
Jun 24, 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 (22.9B) and JVMIX (22.9B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMAX: JVMIX (0.71) vs JVMAX (0.52). 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 : 7.52 vs. JVMAX (6.65). JVMIX return over 5 years is better than : 10.43 vs. JVMAX (7.37).
| 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 | 9.042 | 9.210 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 22.9B | 100% |
| Annual Yield % from dividends | 0.52 | 0.71 | 73% |
| Returns for 1 year | 6.65 | 7.52 | 88% |
| Returns for 3 years | 19.46 | 21.90 | 89% |
| Returns for 5 years | 7.37 | 10.43 | 71% |
| Returns for 10 years | 57.26 | 64.53 | 89% |
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