Interact to see
Advertisement
Advertisement
JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
Open Charts JVMAX vs SAMVX
JVMAX vs SAMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SAMVX commentary
Jul 26, 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 SAMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. SAMVX (1.27B). SAMVX pays higher dividends than JVMAX: SAMVX (0.84) vs JVMAX (0.50). JVMAX was incepted earlier than SAMVX: JVMAX (29 years) vs SAMVX (23 years). SAMVX (1.31) is less costly to investors than JVMAX (1.11). SAMVX is a more actively managed with annual turnover of: 192.00 vs. JVMAX (48.00). SAMVX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than SAMVX: JVMAX (1000) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : 12.00 vs. JVMAX (6.60). JVMAX return over 5 years is better than : 13.08 vs. SAMVX (-4.03).
| JVMAX | SAMVX | JVMAX / SAMVX | |
| Total Expense Ratio | 1.10 | 1.31 | 84% |
| Annual Report Gross Expense Ratio | 1.11 | 1.31 | 85% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 13.426 | 15.630 | 86% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.27B | 1,863% |
| Annual Yield % from dividends | 0.50 | 0.84 | 59% |
| Returns for 1 year | 6.60 | 12.00 | 55% |
| Returns for 3 years | 15.58 | 22.96 | 68% |
| Returns for 5 years | 13.08 | -4.03 | -325% |
| Returns for 10 years | 52.41 | 11.26 | 465% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers