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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
Jun 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: 22.9B vs. SDVRX (188M). SDVRX pays higher dividends than JVMCX: SDVRX (0.71) 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 : 32.78 vs. JVMCX (6.33). SDVRX return over 5 years is better than : 55.53 vs. JVMCX (4.62).
| 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 | 8.366 | 17.553 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 188M | 12,181% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | 6.33 | 32.78 | 19% |
| Returns for 3 years | 16.34 | 64.93 | 25% |
| Returns for 5 years | 4.62 | 55.53 | 8% |
| Returns for 10 years | 48.50 | 95.42 | 51% |
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