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JVMAX vs JVSAX
JVMAX vs JVSAX Comparison
Open Charts JVMAX vs JVSAX
JVMAX vs JVSAX Comparison Chart in %
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JVMAX vs. JVSAX commentary
Jun 30, 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 JVSAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. JVSAX (72.1M). JVMAX pays higher dividends than JVSAX: JVMAX (0.52) vs JVSAX (0.08). JVMAX was incepted earlier than JVSAX: JVMAX (29 years) vs JVSAX (15 years). JVSAX (1.63) is less costly to investors than JVMAX (1.11). JVSAX is a more actively managed with annual turnover of: 76.00 vs. JVMAX (48.00). JVSAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than JVSAX: JVMAX (1000) vs JVSAX (2500). JVSAX annual gain was more profitable for investors over the last year : 13.82 vs. JVMAX (6.85). JVSAX return over 5 years is better than : 22.93 vs. JVMAX (8.95).
| JVMAX | JVSAX | JVMAX / JVSAX | |
| Total Expense Ratio | 1.10 | 1.29 | 85% |
| Annual Report Gross Expense Ratio | 1.11 | 1.63 | 68% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 10.477 | 13.575 | 77% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 72.1M | 32,178% |
| Annual Yield % from dividends | 0.52 | 0.08 | 683% |
| Returns for 1 year | 6.85 | 13.82 | 50% |
| Returns for 3 years | 16.28 | 26.99 | 60% |
| Returns for 5 years | 8.95 | 22.93 | 39% |
| Returns for 10 years | 54.66 | 45.64 | 120% |
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