JVMCX
Price
$28.47
Change
+$0.02 (+0.07%)
Updated
Jul 13 closing price
Net Assets
23.28B
MVTRX
Price
$10.75
Change
+$0.11 (+1.03%)
Updated
Jul 13 closing price
Net Assets
756.62M
Interact to see
Advertisement

JVMCX vs MVTRX

JVMCX vs MVTRX Comparison Chart in %
View a ticker or compare two or three
VS
JVMCX vs. MVTRX commentary
Jul 14, 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 MVTRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. MVTRX (757M). MVTRX pays higher dividends than JVMCX: MVTRX (1.66) 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 (48.00). 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 : 4.60 vs. MVTRX (-5.16). JVMCX return over 5 years is better than : 7.38 vs. MVTRX (-22.39).
JVMCXMVTRXJVMCX / MVTRX
Total Expense Ratio1.850.75247%
Annual Report Gross Expense Ratio1.860.75248%
Fund Existence15 years10 years-
Gain YTD11.2205.556202%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.3B757M3,078%
Annual Yield % from dividends0.001.66-
Returns for 1 year4.60-5.16-89%
Returns for 3 years12.780.206,502%
Returns for 5 years7.38-22.39-33%
Returns for 10 years43.64N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FBCVX31.17N/A
N/A
Fidelity Blue Chip Value
PRRAX31.59N/A
N/A
Principal Real Estate Securities A
TQSMX29.92N/A
N/A
T. Rowe Price Integrated US SMCC Eq
YFSNX19.74N/A
N/A
AMG Yacktman Global N
NUGIX36.05N/A
N/A
Nuveen Global Dividend Growth I