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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 04, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (22.7B) and JVMIX (22.5B) 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 (49.00) and JVMIX (49.00) 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 : 7.06 vs. JVMAX (6.26). JVMIX return over 5 years is better than : 4.68 vs. JVMAX (1.76).
| 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 | 6.054 | 6.189 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 22.5B | 101% |
| Annual Yield % from dividends | 0.52 | 0.71 | 73% |
| Returns for 1 year | 6.26 | 7.06 | 89% |
| Returns for 3 years | 17.71 | 20.15 | 88% |
| Returns for 5 years | 1.76 | 4.68 | 38% |
| Returns for 10 years | 47.00 | 53.81 | 87% |
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