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JVMAX vs JVSIX
JVMAX vs JVSIX Comparison
Open Charts JVMAX vs JVSIX
JVMAX vs JVSIX Comparison Chart in %
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JVMAX vs. JVSIX 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 JVSIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.1B vs. JVSIX (70.1M). JVMAX pays higher dividends than JVSIX: JVMAX (0.48) vs JVSIX (0.30). JVMAX was incepted earlier than JVSIX: JVMAX (29 years) vs JVSIX (15 years). JVSIX (1.29) is less costly to investors than JVMAX (1.11). JVSIX is a more actively managed with annual turnover of: 76.00 vs. JVMAX (48.00). JVMAX has a lower initial minimum investment than JVSIX: JVMAX (1000) vs JVSIX (2500). JVMAX annual gain was more profitable for investors over the last year : 9.78 vs. JVSIX (5.68). JVSIX return over 5 years is better than : 27.93 vs. JVMAX (17.02).
| JVMAX | JVSIX | JVMAX / JVSIX | |
| Total Expense Ratio | 1.10 | 1.01 | 109% |
| Annual Report Gross Expense Ratio | 1.11 | 1.29 | 86% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 17.152 | 11.989 | 143% |
| Front Load | 5% | N/A | - |
| 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 | 0.30 | 162% |
| Returns for 1 year | 9.78 | 5.68 | 172% |
| Returns for 3 years | 25.36 | 30.12 | 84% |
| Returns for 5 years | 17.02 | 27.93 | 61% |
| Returns for 10 years | 55.69 | 41.29 | 135% |
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