JVMAX
Price
$27.58
Change
+$0.25 (+0.91%)
Updated
Jun 2 closing price
Net Assets
22.49B
MCVCX
Price
$9.94
Change
-$0.06 (-0.60%)
Updated
Jun 2 closing price
Net Assets
790.31M
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JVMAX vs MCVCX

Header iconJVMAX vs MCVCX Comparison
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JVMAX vs MCVCX Comparison Chart in %
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JVMAX vs. MCVCX 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 MCVCX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. MCVCX (790M). JVMAX pays higher dividends than MCVCX: JVMAX (0.52) vs MCVCX (0.42). JVMAX was incepted earlier than MCVCX: JVMAX (29 years) vs MCVCX (12 years). MCVCX (1.87) is less costly to investors than JVMAX (1.11). MCVCX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (49.00). JVMAX (1000) and MCVCX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 6.26 vs. MCVCX (-2.77). JVMAX return over 5 years is better than : 1.76 vs. MCVCX (-30.51).
JVMAXMCVCXJVMAX / MCVCX
Total Expense Ratio1.101.8759%
Annual Report Gross Expense Ratio1.111.8759%
Fund Existence29 years12 years-
Gain YTD6.0544.493135%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets22.5B790M2,848%
Annual Yield % from dividends0.520.42122%
Returns for 1 year6.26-2.77-226%
Returns for 3 years17.711.401,263%
Returns for 5 years1.76-30.51-6%
Returns for 10 years47.00-11.16-421%
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