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JVMAX vs MVTIX
JVMAX vs MVTIX Comparison
Open Charts JVMAX vs MVTIX
JVMAX vs MVTIX Comparison Chart in %
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JVMAX vs. MVTIX 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 MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. MVTIX (752M). MVTIX pays higher dividends than JVMAX: MVTIX (1.46) vs JVMAX (0.48). JVMAX was incepted earlier than MVTIX: JVMAX (29 years) vs MVTIX (12 years). JVMAX (1.11) is less costly to investors than MVTIX (0.85). MVTIX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). JVMAX has a lower initial minimum investment than MVTIX: JVMAX (1000) vs MVTIX (1000000). JVMAX annual gain was more profitable for investors over the last year : 1.59 vs. MVTIX (-6.61). JVMAX return over 5 years is better than : 12.79 vs. MVTIX (-21.91).
| JVMAX | MVTIX | JVMAX / MVTIX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.11 | 0.85 | 131% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 12.961 | 8.560 | 151% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.48 | 1.46 | 33% |
| Returns for 1 year | 1.59 | -6.61 | -24% |
| Returns for 3 years | 19.13 | 3.40 | 563% |
| Returns for 5 years | 12.79 | -21.91 | -58% |
| Returns for 10 years | 53.32 | -2.89 | -1,847% |
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