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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. JVSAX (71.7M). JVMAX pays higher dividends than JVSAX: JVMAX (0.48) vs JVSAX (0.07). 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). JVMAX annual gain was more profitable for investors over the last year : 7.92 vs. JVSAX (7.51). JVSAX return over 5 years is better than : 20.97 vs. JVMAX (12.59).
| 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 | 14.086 | 10.887 | 129% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 71.7M | 32,915% |
| Annual Yield % from dividends | 0.48 | 0.07 | 647% |
| Returns for 1 year | 7.92 | 7.51 | 105% |
| Returns for 3 years | 16.53 | 20.57 | 80% |
| Returns for 5 years | 12.59 | 20.97 | 60% |
| Returns for 10 years | 55.40 | 39.90 | 139% |
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