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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
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JVMAX vs SMVFX Comparison Chart in %
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JVMAX vs. SMVFX commentary
Jun 10, 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 SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.7B vs. SMVFX (1.29B). JVMAX pays higher dividends than SMVFX: JVMAX (0.52) vs SMVFX (0.30). JVMAX was incepted earlier than SMVFX: JVMAX (29 years) vs SMVFX (25 years). SMVFX (2.01) is less costly to investors than JVMAX (1.11). SMVFX is a more actively managed with annual turnover of: 192.00 vs. JVMAX (48.00). JVMAX has a lower initial minimum investment than SMVFX: JVMAX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : 18.53 vs. JVMAX (5.91). JVMAX return over 5 years is better than : 3.67 vs. SMVFX (-5.60).
| JVMAX | SMVFX | JVMAX / SMVFX | |
| Total Expense Ratio | 1.10 | 1.76 | 63% |
| Annual Report Gross Expense Ratio | 1.11 | 2.01 | 55% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 7.256 | 18.970 | 38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 1.29B | 1,767% |
| Annual Yield % from dividends | 0.52 | 0.30 | 174% |
| Returns for 1 year | 5.91 | 18.53 | 32% |
| Returns for 3 years | 17.50 | 32.31 | 54% |
| Returns for 5 years | 3.67 | -5.60 | -66% |
| Returns for 10 years | 49.60 | 9.22 | 538% |
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