Interact to see
Advertisement
Advertisement
JVMCX vs SDVRX
JVMCX vs SDVRX Comparison
Open Charts JVMCX vs SDVRX
JVMCX vs SDVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. SDVRX commentary
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. SDVRX (194M). 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 : 33.86 vs. JVMCX (7.03). SDVRX return over 5 years is better than : 61.93 vs. JVMCX (9.14).
| 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 | 13.604 | 22.724 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 194M | 12,165% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 7.03 | 33.86 | 21% |
| Returns for 3 years | 13.80 | 57.07 | 24% |
| Returns for 5 years | 9.14 | 61.93 | 15% |
| Returns for 10 years | 47.16 | 95.82 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JDST | 41.91 | 2.84 | +7.27% |
| Direxion Daily Jr Gld Mnrs Bear 2X ETF | |||
| UPSD | 29.10 | 0.19 | +0.66% |
| Aptus Large Cap Upside ETF | |||
| CCRP | 19.65 | N/A | N/A |
| Columbia Corporate Bond ETF | |||
| WTMF | 41.10 | -0.02 | -0.05% |
| WisdomTree Managed Futures Strategy ETF | |||
| IDVO | 42.67 | -0.05 | -0.12% |
| Amplify CWP International Enh Div IncETF | |||