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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
Jul 14, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (23.3B) and JVMSX (23.3B) have equal amount of cash in the bank . JVMAX pays higher dividends than JVMSX: JVMAX (0.50) vs JVMSX (0.35). JVMAX was incepted earlier than JVMSX: JVMAX (29 years) vs JVMSX (14 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 : 5.76 vs. JVMAX (5.41). JVMSX return over 5 years is better than : 11.93 vs. JVMAX (10.76).
| 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 | 14 years | - |
| Gain YTD | 11.641 | 11.534 | 101% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 23.3B | 100% |
| Annual Yield % from dividends | 0.50 | 0.35 | 142% |
| Returns for 1 year | 5.41 | 5.76 | 94% |
| Returns for 3 years | 15.47 | 16.25 | 95% |
| Returns for 5 years | 10.76 | 11.93 | 90% |
| Returns for 10 years | 51.68 | 53.94 | 96% |
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