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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
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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.7B vs. MVTRX (790M). MVTRX pays higher dividends than JVMAX: MVTRX (1.65) vs JVMAX (0.52). 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 (49.00). 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 : 6.26 vs. MVTRX (-0.92). JVMAX return over 5 years is better than : 1.76 vs. MVTRX (-25.50).
| 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 | 6.054 | 5.060 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 790M | 2,873% |
| Annual Yield % from dividends | 0.52 | 1.65 | 31% |
| Returns for 1 year | 6.26 | -0.92 | -683% |
| Returns for 3 years | 17.71 | 6.25 | 283% |
| Returns for 5 years | 1.76 | -25.50 | -7% |
| Returns for 10 years | 47.00 | N/A | - |
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