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JVMIX vs JVMRX
JVMIX vs JVMRX Comparison
Open Charts JVMIX vs JVMRX
JVMIX vs JVMRX Comparison Chart in %
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JVMIX vs. JVMRX commentary
Sep 18, 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 JVMIX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX (23.3B) and JVMRX (23.3B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMIX: JVMRX (0.74) vs JVMIX (0.65). JVMIX was incepted earlier than JVMRX: JVMIX (29 years) vs JVMRX (15 years). JVMIX (0.86) is less costly to investors than JVMRX (0.75). JVMIX (48.00) and JVMRX (48.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than JVMRX: JVMIX (250000) vs JVMRX (1000000). JVMRX (4.43) and JVMIX (4.29) have marching annual gain over last year. JVMRX (17.02) and JVMIX (16.46) have equivalent 5 years return.
| JVMIX | JVMRX | JVMIX / JVMRX | |
| Total Expense Ratio | 0.85 | 0.74 | 115% |
| Annual Report Gross Expense Ratio | 0.86 | 0.75 | 115% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 13.651 | 13.765 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 23.3B | 100% |
| Annual Yield % from dividends | 0.65 | 0.74 | 88% |
| Returns for 1 year | 4.29 | 4.43 | 97% |
| Returns for 3 years | 22.07 | 22.48 | 98% |
| Returns for 5 years | 16.46 | 17.02 | 97% |
| Returns for 10 years | 60.53 | 61.71 | 98% |
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