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JVMCX vs MDRFX
JVMCX vs MDRFX Comparison
Open Charts JVMCX vs MDRFX
JVMCX vs MDRFX Comparison Chart in %
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JVMCX vs. MDRFX commentary
Aug 23, 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.1B vs. MDRFX (1.13B). MDRFX pays higher dividends than JVMCX: MDRFX (1.28) vs JVMCX (0.00). JVMCX was incepted earlier than MDRFX: JVMCX (15 years) vs MDRFX (32 years). JVMCX (1.86) is less costly to investors than MDRFX (1.09). MDRFX is a more actively managed with annual turnover of: 75.00 vs. JVMCX (48.00). JVMCX (1000) and MDRFX (1000) have matching initial minimum investment requirements. MDRFX annual gain was more profitable for investors over the last year : 11.94 vs. JVMCX (8.91). MDRFX return over 5 years is better than : 19.68 vs. JVMCX (13.44).
| JVMCX | MDRFX | JVMCX / MDRFX | |
| Total Expense Ratio | 1.85 | 1.00 | 185% |
| Annual Report Gross Expense Ratio | 1.86 | 1.09 | 171% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 16.615 | 15.967 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.13B | 2,133% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 8.91 | 11.94 | 75% |
| Returns for 3 years | 22.42 | 26.82 | 84% |
| Returns for 5 years | 13.44 | 19.68 | 68% |
| Returns for 10 years | 47.48 | 40.44 | 117% |
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