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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.1B vs. SDVRX (198M). SDVRX pays higher dividends than JVMCX: SDVRX (0.67) 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 : 34.15 vs. JVMCX (8.91). SDVRX return over 5 years is better than : 64.21 vs. JVMCX (13.44).
| 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 | 16.615 | 25.601 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 198M | 12,172% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 8.91 | 34.15 | 26% |
| Returns for 3 years | 22.42 | 70.66 | 32% |
| Returns for 5 years | 13.44 | 64.21 | 21% |
| Returns for 10 years | 47.48 | 94.82 | 50% |
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