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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
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. JVSIX (76.3M). JVMAX pays higher dividends than JVSIX: JVMAX (0.52) vs JVSIX (0.30). JVMAX was incepted earlier than JVSIX: JVMAX (29 years) vs JVSIX (14 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 (49.00). 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 : 19.00 vs. JVMAX (6.26). JVSIX return over 5 years is better than : 18.55 vs. JVMAX (1.76).
| 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 | 14 years | - |
| Gain YTD | 6.054 | 12.121 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 76.3M | 29,489% |
| Annual Yield % from dividends | 0.52 | 0.30 | 174% |
| Returns for 1 year | 6.26 | 19.00 | 33% |
| Returns for 3 years | 17.71 | 32.67 | 54% |
| Returns for 5 years | 1.76 | 18.55 | 10% |
| Returns for 10 years | 47.00 | 47.42 | 99% |
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