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JVMAX vs SVYAX
JVMAX vs SVYAX Comparison
Open Charts JVMAX vs SVYAX
JVMAX vs SVYAX Comparison Chart in %
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JVMAX vs. SVYAX commentary
Sep 12, 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 SVYAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.2B vs. SVYAX (364M). SVYAX pays higher dividends than JVMAX: SVYAX (1.41) vs JVMAX (0.48). JVMAX was incepted earlier than SVYAX: JVMAX (29 years) vs SVYAX (18 years). JVMAX (1.11) is less costly to investors than SVYAX (0.62). SVYAX is a more actively managed with annual turnover of: 69.00 vs. JVMAX (48.00). JVMAX has a lower initial minimum investment than SVYAX: JVMAX (1000) vs SVYAX (100000). JVMAX annual gain was more profitable for investors over the last year : 1.59 vs. SVYAX (-39.85). JVMAX return over 5 years is better than : 12.79 vs. SVYAX (-47.96).
| JVMAX | SVYAX | JVMAX / SVYAX | |
| Total Expense Ratio | 1.10 | 0.20 | 550% |
| Annual Report Gross Expense Ratio | 1.11 | 0.62 | 179% |
| Fund Existence | 29 years | 18 years | - |
| Gain YTD | 12.961 | 13.483 | 96% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 364M | 6,374% |
| Annual Yield % from dividends | 0.48 | 1.41 | 34% |
| Returns for 1 year | 1.59 | -39.85 | -4% |
| Returns for 3 years | 19.13 | -33.56 | -57% |
| Returns for 5 years | 12.79 | -47.96 | -27% |
| Returns for 10 years | 53.32 | -36.90 | -145% |
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