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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
Jun 15, 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 SAMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. SAMVX (1.32B). SAMVX pays higher dividends than JVMCX: SAMVX (0.72) 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 : 23.09 vs. JVMCX (7.39). JVMCX return over 5 years is better than : 2.61 vs. SAMVX (0.98).
| 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 | 9.656 | 22.680 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.32B | 1,754% |
| Annual Yield % from dividends | 0.00 | 0.72 | - |
| Returns for 1 year | 7.39 | 23.09 | 32% |
| Returns for 3 years | 15.74 | 37.30 | 42% |
| Returns for 5 years | 2.61 | 0.98 | 266% |
| Returns for 10 years | 47.42 | 23.09 | 205% |
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