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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 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 Hold and JVSIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. JVSIX (71.7M). JVMAX pays higher dividends than JVSIX: JVMAX (0.48) 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 (7.95) and JVMAX (7.92) have marching annual gain over last year. JVSIX return over 5 years is better than : 23.01 vs. JVMAX (12.59).
| 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 | 14.086 | 11.067 | 127% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 71.7M | 32,915% |
| Annual Yield % from dividends | 0.48 | 0.29 | 165% |
| Returns for 1 year | 7.92 | 7.95 | 100% |
| Returns for 3 years | 16.53 | 21.90 | 75% |
| Returns for 5 years | 12.59 | 23.01 | 55% |
| Returns for 10 years | 55.40 | 44.39 | 125% |
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