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JVMCX vs SDVRX
JVMCX vs SDVRX Comparison
Open Charts JVMCX vs SDVRX
JVMCX vs SDVRX Comparison Chart in %
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JVMCX vs. SDVRX 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 SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. SDVRX (190M). SDVRX pays higher dividends than JVMCX: SDVRX (0.69) vs JVMCX (0.00). JVMCX was incepted earlier than SDVRX: JVMCX (15 years) vs SDVRX (12 years). SDVRX (6.37) is less costly to investors than JVMCX (1.86). SDVRX is a more actively managed with annual turnover of: 111.00 vs. JVMCX (48.00). SDVRX has a lower initial minimum investment than JVMCX: SDVRX (0) vs JVMCX (1000). SDVRX annual gain was more profitable for investors over the last year : 29.68 vs. JVMCX (4.60). SDVRX return over 5 years is better than : 59.84 vs. JVMCX (7.38).
| JVMCX | SDVRX | JVMCX / SDVRX | |
| Total Expense Ratio | 1.85 | 1.45 | 128% |
| Annual Report Gross Expense Ratio | 1.86 | 6.37 | 29% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 11.220 | 19.920 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 190M | 12,263% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | 4.60 | 29.68 | 15% |
| Returns for 3 years | 12.78 | 57.81 | 22% |
| Returns for 5 years | 7.38 | 59.84 | 12% |
| Returns for 10 years | 43.64 | 88.50 | 49% |
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