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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
Aug 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 JVMIX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX (23.6B) and JVMRX (23.6B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMIX: JVMRX (0.75) vs JVMIX (0.66). 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 (8.86) and JVMIX (8.75) have marching annual gain over last year. JVMRX (16.31) and JVMIX (15.79) 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 | 14.270 | 14.348 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 23.6B | 100% |
| Annual Yield % from dividends | 0.66 | 0.75 | 88% |
| Returns for 1 year | 8.75 | 8.86 | 99% |
| Returns for 3 years | 18.93 | 19.29 | 98% |
| Returns for 5 years | 15.79 | 16.31 | 97% |
| Returns for 10 years | 62.51 | 63.73 | 98% |
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