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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
Sep 12, 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 JVSIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. JVSIX (69.7M). 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: 54.00 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 : 1.59 vs. JVSIX (-1.53). JVSIX return over 5 years is better than : 23.94 vs. JVMAX (12.79).
| 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 | 12.961 | 8.103 | 160% |
| Front Load | 5% | N/A | - |
| 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 | 0.30 | 160% |
| Returns for 1 year | 1.59 | -1.53 | -104% |
| Returns for 3 years | 19.13 | 24.95 | 77% |
| Returns for 5 years | 12.79 | 23.94 | 53% |
| Returns for 10 years | 53.32 | 39.75 | 134% |
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