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JVMAX vs JVMTX
JVMAX vs JVMTX Comparison
Open Charts JVMAX vs JVMTX
JVMAX vs JVMTX Comparison Chart in %
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JVMAX vs. JVMTX commentary
Jul 06, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX (23.4B) and JVMTX (23.4B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMAX: JVMTX (0.56) vs JVMAX (0.50). JVMAX was incepted earlier than JVMTX: JVMAX (29 years) vs JVMTX (13 years). JVMAX (1.11) and JVMTX (1.10) have similar cost to investors . JVMAX (48.00) and JVMTX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMAX: JVMTX (0) vs JVMAX (1000). JVMTX annual gain was more profitable for investors over the last year : 6.48 vs. JVMAX (5.87). JVMTX return over 5 years is better than : 11.51 vs. JVMAX (9.11).
| JVMAX | JVMTX | JVMAX / JVMTX | |
| Total Expense Ratio | 1.10 | 0.99 | 111% |
| Annual Report Gross Expense Ratio | 1.11 | 1.10 | 101% |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 11.758 | 11.812 | 100% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 23.4B | 100% |
| Annual Yield % from dividends | 0.50 | 0.56 | 88% |
| Returns for 1 year | 5.87 | 6.48 | 91% |
| Returns for 3 years | 17.34 | 19.22 | 90% |
| Returns for 5 years | 9.11 | 11.51 | 79% |
| Returns for 10 years | 56.45 | 61.90 | 91% |
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