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JVMAX vs JVMSX
JVMAX vs JVMSX Comparison
Open Charts JVMAX vs JVMSX
JVMAX vs JVMSX Comparison Chart in %
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JVMAX vs. JVMSX commentary
Sep 12, 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX (23.2B) and JVMSX (23.2B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.48) vs JVMSX (0.34). JVMAX was incepted earlier than JVMSX: JVMAX (29 years) vs JVMSX (15 years). JVMSX (1.25) is less costly to investors than JVMAX (1.11). JVMAX (48.00) and JVMSX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMAX: JVMSX (0) vs JVMAX (1000). JVMSX annual gain was more profitable for investors over the last year : 1.90 vs. JVMAX (1.59). JVMSX return over 5 years is better than : 14.00 vs. JVMAX (12.79).
| JVMAX | JVMSX | JVMAX / JVMSX | |
| Total Expense Ratio | 1.10 | 1.24 | 89% |
| Annual Report Gross Expense Ratio | 1.11 | 1.25 | 89% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 12.961 | 12.852 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 23.2B | 100% |
| Annual Yield % from dividends | 0.48 | 0.34 | 142% |
| Returns for 1 year | 1.59 | 1.90 | 83% |
| Returns for 3 years | 19.13 | 19.98 | 96% |
| Returns for 5 years | 12.79 | 14.00 | 91% |
| Returns for 10 years | 53.32 | 55.68 | 96% |
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