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JVMCX vs SVYAX
JVMCX vs SVYAX Comparison
Open Charts JVMCX vs SVYAX
JVMCX vs SVYAX Comparison Chart in %
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JVMCX vs. SVYAX commentary
Jun 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 Buy and SVYAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. SVYAX (386M). SVYAX pays higher dividends than JVMCX: SVYAX (2.07) vs JVMCX (0.00). JVMCX was incepted earlier than SVYAX: JVMCX (15 years) vs SVYAX (17 years). JVMCX (1.86) is less costly to investors than SVYAX (0.62). SVYAX is a more actively managed with annual turnover of: 116.00 vs. JVMCX (49.00). JVMCX has a lower initial minimum investment than SVYAX: JVMCX (1000) vs SVYAX (100000). JVMCX annual gain was more profitable for investors over the last year : 5.42 vs. SVYAX (-40.50). JVMCX return over 5 years is better than : -1.33 vs. SVYAX (-51.19).
| JVMCX | SVYAX | JVMCX / SVYAX | |
| Total Expense Ratio | 1.85 | 0.20 | 925% |
| Annual Report Gross Expense Ratio | 1.86 | 0.62 | 300% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 5.747 | 6.955 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 386M | 5,829% |
| Annual Yield % from dividends | 0.00 | 2.07 | - |
| Returns for 1 year | 5.42 | -40.50 | -13% |
| Returns for 3 years | 14.98 | -36.18 | -41% |
| Returns for 5 years | -1.33 | -51.19 | 3% |
| Returns for 10 years | 39.24 | -39.76 | -99% |
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