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JVMCX vs MVTRX
JVMCX vs MVTRX Comparison
Open Charts JVMCX vs MVTRX
JVMCX vs MVTRX Comparison Chart in %
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JVMCX vs. MVTRX commentary
Jun 04, 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 Buy and MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. MVTRX (790M). MVTRX pays higher dividends than JVMCX: MVTRX (1.65) vs JVMCX (0.00). JVMCX was incepted earlier than MVTRX: JVMCX (15 years) vs MVTRX (10 years). JVMCX (1.86) is less costly to investors than MVTRX (0.75). MVTRX is a more actively managed with annual turnover of: 59.00 vs. JVMCX (49.00). MVTRX has a lower initial minimum investment than JVMCX: MVTRX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 5.42 vs. MVTRX (-0.92). JVMCX return over 5 years is better than : -1.33 vs. MVTRX (-25.50).
| JVMCX | MVTRX | JVMCX / MVTRX | |
| Total Expense Ratio | 1.85 | 0.75 | 247% |
| Annual Report Gross Expense Ratio | 1.86 | 0.75 | 248% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 5.747 | 5.060 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.00 | 1.65 | - |
| Returns for 1 year | 5.42 | -0.92 | -591% |
| Returns for 3 years | 14.98 | 6.25 | 240% |
| Returns for 5 years | -1.33 | -25.50 | 5% |
| Returns for 10 years | 39.24 | N/A | - |
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