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JVMAX vs PZFVX
JVMAX vs PZFVX Comparison
Open Charts JVMAX vs PZFVX
JVMAX vs PZFVX Comparison Chart in %
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JVMAX vs. PZFVX commentary
Jun 24, 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 PZFVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.9B vs. PZFVX (512M). PZFVX pays higher dividends than JVMAX: PZFVX (1.80) vs JVMAX (0.52). JVMAX was incepted earlier than PZFVX: JVMAX (29 years) vs PZFVX (30 years). PZFVX (1.12) and JVMAX (1.11) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 48.00 vs. PZFVX (13.00). JVMAX (5%) and PZFVX (5%) have equivalent initial investment costs. JVMAX (1000) and PZFVX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 7.16 vs. PZFVX (-13.54). JVMAX return over 5 years is better than : 7.91 vs. PZFVX (-42.39).
| JVMAX | PZFVX | JVMAX / PZFVX | |
| Total Expense Ratio | 1.10 | 1.11 | 99% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 29 years | 30 years | - |
| Gain YTD | 8.731 | 5.470 | 160% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 512M | 4,473% |
| Annual Yield % from dividends | 0.52 | 1.80 | 29% |
| Returns for 1 year | 7.16 | -13.54 | -53% |
| Returns for 3 years | 19.12 | -33.54 | -57% |
| Returns for 5 years | 7.91 | -42.39 | -19% |
| Returns for 10 years | 56.81 | -2.16 | -2,632% |
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