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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
Jul 14, 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: 23.3B vs. JVSIX (71.7M). JVMAX pays higher dividends than JVSIX: JVMAX (0.50) vs JVSIX (0.29). 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). JVSIX annual gain was more profitable for investors over the last year : 6.87 vs. JVMAX (5.41). JVSIX return over 5 years is better than : 24.09 vs. JVMAX (10.76).
| 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 | 11.641 | 10.935 | 106% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 71.7M | 32,497% |
| Annual Yield % from dividends | 0.50 | 0.29 | 169% |
| Returns for 1 year | 5.41 | 6.87 | 79% |
| Returns for 3 years | 15.47 | 23.60 | 66% |
| Returns for 5 years | 10.76 | 24.09 | 45% |
| Returns for 10 years | 51.68 | 43.88 | 118% |
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