Interact to see
Advertisement
Advertisement
JVMAX vs JVSAX
JVMAX vs JVSAX Comparison
Open Charts JVMAX vs JVSAX
JVMAX vs JVSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. JVSAX commentary
Sep 13, 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 Buy and JVSAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. JVSAX (69.7M). JVMAX pays higher dividends than JVSAX: JVMAX (0.48) 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: 54.00 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 : 1.59 vs. JVSAX (-1.99). JVSAX return over 5 years is better than : 21.80 vs. JVMAX (12.79).
| 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 | 12.961 | 7.863 | 165% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 69.7M | 33,286% |
| Annual Yield % from dividends | 0.48 | 0.08 | 627% |
| Returns for 1 year | 1.59 | -1.99 | -80% |
| Returns for 3 years | 19.13 | 23.63 | 81% |
| Returns for 5 years | 12.79 | 21.80 | 59% |
| Returns for 10 years | 53.32 | 35.44 | 150% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement