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
Aug 23, 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: 24.1B vs. JVSAX (70.1M). 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: 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 : 9.78 vs. JVSAX (5.21). JVSAX return over 5 years is better than : 25.74 vs. JVMAX (17.02).
| 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 | 17.152 | 11.761 | 146% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 70.1M | 34,379% |
| Annual Yield % from dividends | 0.48 | 0.08 | 637% |
| Returns for 1 year | 9.78 | 5.21 | 188% |
| Returns for 3 years | 25.36 | 28.69 | 88% |
| Returns for 5 years | 17.02 | 25.74 | 66% |
| Returns for 10 years | 55.69 | 36.93 | 151% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers