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JVMAX vs SVUIX
JVMAX vs SVUIX Comparison
Open Charts JVMAX vs SVUIX
JVMAX vs SVUIX Comparison Chart in %
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JVMAX vs. SVUIX commentary
Jul 31, 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 SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.8B vs. SVUIX (296M). SVUIX pays higher dividends than JVMAX: SVUIX (0.69) vs JVMAX (0.50). JVMAX was incepted earlier than SVUIX: JVMAX (29 years) vs SVUIX (18 years). JVMAX (1.11) is less costly to investors than SVUIX (0.99). SVUIX is a more actively managed with annual turnover of: 63.00 vs. JVMAX (48.00). JVMAX has a lower initial minimum investment than SVUIX: JVMAX (1000) vs SVUIX (2000000). JVMAX annual gain was more profitable for investors over the last year : 8.58 vs. SVUIX (3.65). JVMAX return over 5 years is better than : 14.35 vs. SVUIX (-58.79).
| JVMAX | SVUIX | JVMAX / SVUIX | |
| Total Expense Ratio | 1.10 | 0.92 | 120% |
| Annual Report Gross Expense Ratio | 1.11 | 0.99 | 112% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 15.871 | 12.092 | 131% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 296M | 8,041% |
| Annual Yield % from dividends | 0.50 | 0.69 | 72% |
| Returns for 1 year | 8.58 | 3.65 | 235% |
| Returns for 3 years | 18.81 | -40.36 | -47% |
| Returns for 5 years | 14.35 | -58.79 | -24% |
| Returns for 10 years | 55.77 | -51.20 | -109% |
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