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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.9B vs. MDRFX (1.1B). MDRFX pays higher dividends than JVMCX: MDRFX (1.59) vs JVMCX (0.00). JVMCX was incepted earlier than MDRFX: JVMCX (15 years) vs MDRFX (31 years). JVMCX (1.86) is less costly to investors than MDRFX (1.09). MDRFX is a more actively managed with annual turnover of: 62.00 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 : 13.00 vs. JVMCX (6.33). MDRFX return over 5 years is better than : 10.91 vs. JVMCX (4.62).
| 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 | 31 years | - |
| Gain YTD | 8.366 | 12.494 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.1B | 2,076% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 6.33 | 13.00 | 49% |
| Returns for 3 years | 16.34 | 23.53 | 69% |
| Returns for 5 years | 4.62 | 10.91 | 42% |
| Returns for 10 years | 48.50 | 48.32 | 100% |
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