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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 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.7B vs. JVSAX (76.3M). JVMAX pays higher dividends than JVSAX: JVMAX (0.52) vs JVSAX (0.08). JVMAX was incepted earlier than JVSAX: JVMAX (29 years) vs JVSAX (14 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 (49.00). 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 : 18.51 vs. JVMAX (6.26). JVSAX return over 5 years is better than : 16.52 vs. JVMAX (1.76).
| 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 | 14 years | - |
| Gain YTD | 6.054 | 11.962 | 51% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 76.3M | 29,751% |
| Annual Yield % from dividends | 0.52 | 0.08 | 683% |
| Returns for 1 year | 6.26 | 18.51 | 34% |
| Returns for 3 years | 17.71 | 31.23 | 57% |
| Returns for 5 years | 1.76 | 16.52 | 11% |
| Returns for 10 years | 47.00 | 42.75 | 110% |
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