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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
Aug 26, 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 (24.1B) and JVMTX (24.1B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMAX: JVMTX (0.55) vs JVMAX (0.48). 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 : 8.58 vs. JVMAX (7.94). JVMTX return over 5 years is better than : 17.46 vs. JVMAX (14.88).
| 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 | 17.191 | 17.280 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 24.1B | 100% |
| Annual Yield % from dividends | 0.48 | 0.55 | 88% |
| Returns for 1 year | 7.94 | 8.58 | 93% |
| Returns for 3 years | 24.59 | 26.60 | 92% |
| Returns for 5 years | 14.88 | 17.46 | 85% |
| Returns for 10 years | 56.29 | 61.64 | 91% |
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