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JVMAX vs JVMRX
JVMAX vs JVMRX Comparison
Open Charts JVMAX vs JVMRX
JVMAX vs JVMRX Comparison Chart in %
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JVMAX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (23.2B) and JVMRX (23.2B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMAX: JVMRX (0.78) vs JVMAX (0.50). JVMAX was incepted earlier than JVMRX: JVMAX (29 years) vs JVMRX (15 years). JVMAX (1.11) is less costly to investors than JVMRX (0.75). JVMAX (48.00) and JVMRX (48.00) have comparable annual turnover. JVMAX has a lower initial minimum investment than JVMRX: JVMAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 7.84 vs. JVMAX (6.94). JVMRX return over 5 years is better than : 16.05 vs. JVMAX (12.38).
| JVMAX | JVMRX | JVMAX / JVMRX | |
| Total Expense Ratio | 1.10 | 0.74 | 149% |
| Annual Report Gross Expense Ratio | 1.11 | 0.75 | 148% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 11.564 | 11.763 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 23.2B | 100% |
| Annual Yield % from dividends | 0.50 | 0.78 | 64% |
| Returns for 1 year | 6.94 | 7.84 | 88% |
| Returns for 3 years | 15.39 | 18.07 | 85% |
| Returns for 5 years | 12.38 | 16.05 | 77% |
| Returns for 10 years | 51.58 | 59.64 | 86% |
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