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JVMCX vs SMVFX
JVMCX vs SMVFX Comparison
Open Charts JVMCX vs SMVFX
JVMCX vs SMVFX Comparison Chart in %
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JVMCX vs. SMVFX 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 SMVFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. SMVFX (1.28B). SMVFX pays higher dividends than JVMCX: SMVFX (0.43) vs JVMCX (0.00). JVMCX was incepted earlier than SMVFX: JVMCX (15 years) vs SMVFX (25 years). SMVFX (2.01) is less costly to investors than JVMCX (1.86). SMVFX is a more actively managed with annual turnover of: 192.00 vs. JVMCX (48.00). JVMCX has a lower initial minimum investment than SMVFX: JVMCX (1000) vs SMVFX (2500). SMVFX annual gain was more profitable for investors over the last year : 14.16 vs. JVMCX (4.60). JVMCX return over 5 years is better than : 7.38 vs. SMVFX (-6.94).
| JVMCX | SMVFX | JVMCX / SMVFX | |
| Total Expense Ratio | 1.85 | 1.76 | 105% |
| Annual Report Gross Expense Ratio | 1.86 | 2.01 | 93% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 11.220 | 16.527 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.28B | 1,819% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 4.60 | 14.16 | 32% |
| Returns for 3 years | 12.78 | 23.57 | 54% |
| Returns for 5 years | 7.38 | -6.94 | -106% |
| Returns for 10 years | 43.64 | 5.27 | 828% |
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