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JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JVMAX vs SMVFX Comparison Chart in %
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JVMAX vs. SMVFX commentary
Aug 03, 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 SMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.6B vs. SMVFX (1.25B). JVMAX pays higher dividends than SMVFX: JVMAX (0.48) vs SMVFX (0.46). 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 (8.23) and JVMAX (7.92) have marching annual gain over last year. JVMAX return over 5 years is better than : 12.59 vs. SMVFX (-10.29).
| 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 | 14.086 | 12.818 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.25B | 1,894% |
| Annual Yield % from dividends | 0.48 | 0.46 | 106% |
| Returns for 1 year | 7.92 | 8.23 | 96% |
| Returns for 3 years | 16.53 | 17.96 | 92% |
| Returns for 5 years | 12.59 | -10.29 | -122% |
| Returns for 10 years | 55.40 | 2.99 | 1,855% |
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