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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
Jun 04, 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: 22.7B vs. MVTIX (790M). MVTIX pays higher dividends than JVMAX: MVTIX (1.56) vs JVMAX (0.52). 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 (49.00). 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 : 6.26 vs. MVTIX (-1.23). JVMAX return over 5 years is better than : 1.76 vs. MVTIX (-26.29).
| 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 | 6.054 | 5.035 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 790M | 2,873% |
| Annual Yield % from dividends | 0.52 | 1.56 | 33% |
| Returns for 1 year | 6.26 | -1.23 | -510% |
| Returns for 3 years | 17.71 | 5.59 | 317% |
| Returns for 5 years | 1.76 | -26.29 | -7% |
| Returns for 10 years | 47.00 | -3.34 | -1,405% |
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