Interact to see
Advertisement
Advertisement
JVMCX vs MCBVX
JVMCX vs MCBVX Comparison
Open Charts JVMCX vs MCBVX
JVMCX vs MCBVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. MCBVX 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 JVMCX is a Hold and MCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. MCBVX (17.4B). MCBVX pays higher dividends than JVMCX: MCBVX (0.05) vs JVMCX (0.00). JVMCX was incepted earlier than MCBVX: JVMCX (15 years) vs MCBVX (25 years). JVMCX (1.86) is less costly to investors than MCBVX (1.73). JVMCX is a more actively managed with annual turnover of: 48.00 vs. MCBVX (24.00). JVMCX (1000) and MCBVX (1000) have matching initial minimum investment requirements. MCBVX annual gain was more profitable for investors over the last year : 10.38 vs. JVMCX (7.03). MCBVX return over 5 years is better than : 12.65 vs. JVMCX (9.14).
| JVMCX | MCBVX | JVMCX / MCBVX | |
| Total Expense Ratio | 1.85 | 1.72 | 108% |
| Annual Report Gross Expense Ratio | 1.86 | 1.73 | 108% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 13.604 | 14.199 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 17.4B | 136% |
| Annual Yield % from dividends | 0.00 | 0.05 | - |
| Returns for 1 year | 7.03 | 10.38 | 68% |
| Returns for 3 years | 13.80 | 15.98 | 86% |
| Returns for 5 years | 9.14 | 12.65 | 72% |
| Returns for 10 years | 47.16 | 70.52 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LOGOX | 39.97 | 0.84 | +2.15% |
| Scharf Multi-Asset Opportunity Instl | |||
| FEQMX | 57.28 | 1.17 | +2.09% |
| Fidelity Advisor Emerging Markets M | |||
| SBSPX | 58.02 | 0.40 | +0.69% |
| Franklin S&P 500 Index A | |||
| JGSVX | 26.56 | N/A | N/A |
| JPMorgan Small Cap Growth R5 | |||
| IJSIX | 14.66 | -0.01 | -0.07% |
| VY® JPMorgan Small Cap Core Equity I | |||