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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
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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. MVTIX (775M). MVTIX pays higher dividends than JVMAX: MVTIX (1.50) 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 : 7.92 vs. MVTIX (-0.95). JVMAX return over 5 years is better than : 12.59 vs. MVTIX (-21.28).
| 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 | 14.086 | 9.063 | 155% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.48 | 1.50 | 32% |
| Returns for 1 year | 7.92 | -0.95 | -837% |
| Returns for 3 years | 16.53 | 0.90 | 1,828% |
| Returns for 5 years | 12.59 | -21.28 | -59% |
| Returns for 10 years | 55.40 | -1.94 | -2,856% |
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