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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 12, 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 Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX (23.2B) and JVMRX (23.2B) 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 (2.46) and JVMIX (2.36) have marching annual gain over last year. JVMRX (16.49) and JVMIX (16.01) 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 | 13.178 | 13.256 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 23.2B | 100% |
| Annual Yield % from dividends | 0.65 | 0.74 | 88% |
| Returns for 1 year | 2.36 | 2.46 | 96% |
| Returns for 3 years | 21.56 | 21.93 | 98% |
| Returns for 5 years | 16.01 | 16.49 | 97% |
| Returns for 10 years | 60.41 | 61.53 | 98% |
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