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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
Aug 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 (24.4B) and JVMRX (24.4B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMAX: JVMRX (0.75) vs JVMAX (0.48). 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 : 10.76 vs. JVMAX (9.81). JVMRX return over 5 years is better than : 18.97 vs. JVMAX (15.19).
| 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 | 18.122 | 18.390 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 24.4B | 100% |
| Annual Yield % from dividends | 0.48 | 0.75 | 64% |
| Returns for 1 year | 9.81 | 10.76 | 91% |
| Returns for 3 years | 24.57 | 27.51 | 89% |
| Returns for 5 years | 15.19 | 18.97 | 80% |
| Returns for 10 years | 58.48 | 66.90 | 87% |
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