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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.1B vs. MVTRX (788M). MVTRX pays higher dividends than JVMAX: MVTRX (1.59) 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 : 9.78 vs. MVTRX (0.30). JVMAX return over 5 years is better than : 17.02 vs. MVTRX (-18.58).
| 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 | 17.152 | 13.194 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.48 | 1.59 | 30% |
| Returns for 1 year | 9.78 | 0.30 | 3,290% |
| Returns for 3 years | 25.36 | 8.62 | 294% |
| Returns for 5 years | 17.02 | -18.58 | -92% |
| Returns for 10 years | 55.69 | 1.61 | 3,467% |
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