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JVMAX vs SAMVX
JVMAX vs SAMVX Comparison
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JVMAX vs SAMVX Comparison Chart in %
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JVMAX vs. SAMVX commentary
Jun 15, 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 SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. SAMVX (1.32B). SAMVX pays higher dividends than JVMAX: SAMVX (0.72) vs JVMAX (0.52). 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 : 23.09 vs. JVMAX (8.26). JVMAX return over 5 years is better than : 5.87 vs. SAMVX (0.98).
| 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 | 10.012 | 22.680 | 44% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.32B | 1,754% |
| Annual Yield % from dividends | 0.52 | 0.72 | 72% |
| Returns for 1 year | 8.26 | 23.09 | 36% |
| Returns for 3 years | 18.54 | 37.30 | 50% |
| Returns for 5 years | 5.87 | 0.98 | 597% |
| Returns for 10 years | 55.72 | 23.09 | 241% |
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