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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 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. MDRFX (1.12B). 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 : 12.76 vs. JVMCX (7.03). MDRFX return over 5 years is better than : 17.94 vs. JVMCX (9.14).
| 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 | 13.604 | 14.016 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.12B | 2,111% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 7.03 | 12.76 | 55% |
| Returns for 3 years | 13.80 | 18.06 | 76% |
| Returns for 5 years | 9.14 | 17.94 | 51% |
| Returns for 10 years | 47.16 | 43.10 | 109% |
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