Interact to see
Advertisement
Advertisement
JVMAX vs MVTRX
JVMAX vs MVTRX Comparison
Open Charts JVMAX vs MVTRX
JVMAX vs MVTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. MVTRX commentary
Sep 13, 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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. MVTRX (752M). MVTRX pays higher dividends than JVMAX: MVTRX (1.54) vs JVMAX (0.48). JVMAX was incepted earlier than MVTRX: JVMAX (29 years) vs MVTRX (10 years). JVMAX (1.11) is less costly to investors than MVTRX (0.75). MVTRX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). MVTRX has a lower initial minimum investment than JVMAX: MVTRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 1.59 vs. MVTRX (-6.34). JVMAX return over 5 years is better than : 12.79 vs. MVTRX (-21.06).
| JVMAX | MVTRX | JVMAX / MVTRX | |
| Total Expense Ratio | 1.10 | 0.75 | 147% |
| Annual Report Gross Expense Ratio | 1.11 | 0.75 | 148% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 12.961 | 8.631 | 150% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.48 | 1.54 | 31% |
| Returns for 1 year | 1.59 | -6.34 | -25% |
| Returns for 3 years | 19.13 | 4.05 | 472% |
| Returns for 5 years | 12.79 | -21.06 | -61% |
| Returns for 10 years | 53.32 | -1.25 | -4,249% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers