Interact to see
Advertisement
Advertisement
JVMAX vs SMVFX
JVMAX vs SMVFX Comparison
Open Charts JVMAX vs SMVFX
JVMAX vs SMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. SMVFX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. SMVFX (1.28B). JVMAX pays higher dividends than SMVFX: JVMAX (0.50) vs SMVFX (0.43). 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 : 14.16 vs. JVMAX (5.41). JVMAX return over 5 years is better than : 10.76 vs. SMVFX (-6.94).
| 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 | 11.641 | 16.527 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.28B | 1,819% |
| Annual Yield % from dividends | 0.50 | 0.43 | 115% |
| Returns for 1 year | 5.41 | 14.16 | 38% |
| Returns for 3 years | 15.47 | 23.57 | 66% |
| Returns for 5 years | 10.76 | -6.94 | -155% |
| Returns for 10 years | 51.68 | 5.27 | 981% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers