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JVMCX vs SAMVX
JVMCX vs SAMVX Comparison
Open Charts JVMCX vs SAMVX
JVMCX vs SAMVX Comparison Chart in %
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JVMCX vs. SAMVX commentary
Jul 06, 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 SAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.4B vs. SAMVX (1.28B). SAMVX pays higher dividends than JVMCX: SAMVX (0.84) vs JVMCX (0.00). JVMCX was incepted earlier than SAMVX: JVMCX (15 years) vs SAMVX (23 years). JVMCX (1.86) is less costly to investors than SAMVX (1.31). SAMVX is a more actively managed with annual turnover of: 192.00 vs. JVMCX (48.00). JVMCX has a lower initial minimum investment than SAMVX: JVMCX (1000) vs SAMVX (2500). SAMVX annual gain was more profitable for investors over the last year : 16.79 vs. JVMCX (4.98). JVMCX return over 5 years is better than : 5.73 vs. SAMVX (-3.25).
| JVMCX | SAMVX | JVMCX / SAMVX | |
| Total Expense Ratio | 1.85 | 1.31 | 141% |
| Annual Report Gross Expense Ratio | 1.86 | 1.31 | 142% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.337 | 17.695 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.28B | 1,828% |
| Annual Yield % from dividends | 0.00 | 0.84 | - |
| Returns for 1 year | 4.98 | 16.79 | 30% |
| Returns for 3 years | 14.58 | 28.59 | 51% |
| Returns for 5 years | 5.73 | -3.25 | -176% |
| Returns for 10 years | 48.13 | 17.52 | 275% |
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