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JVMAX vs MVTRX
JVMAX vs MVTRX Comparison
Open Charts JVMAX vs MVTRX
JVMAX vs MVTRX Comparison Chart in %
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JVMAX vs. MVTRX commentary
Jul 14, 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 MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. MVTRX (757M). MVTRX pays higher dividends than JVMAX: MVTRX (1.66) vs JVMAX (0.50). 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 : 5.41 vs. MVTRX (-5.16). JVMAX return over 5 years is better than : 10.76 vs. MVTRX (-22.39).
| 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 | 11.641 | 5.556 | 210% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.50 | 1.66 | 30% |
| Returns for 1 year | 5.41 | -5.16 | -105% |
| Returns for 3 years | 15.47 | 0.20 | 7,868% |
| Returns for 5 years | 10.76 | -22.39 | -48% |
| Returns for 10 years | 51.68 | N/A | - |
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