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JVMIX vs JVMSX
JVMIX vs JVMSX Comparison
Open Charts JVMIX vs JVMSX
JVMIX vs JVMSX Comparison Chart in %
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JVMIX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX (23.6B) and JVMSX (23.6B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMSX: JVMIX (0.66) vs JVMSX (0.34). JVMIX was incepted earlier than JVMSX: JVMIX (29 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JVMIX (0.86). JVMIX (48.00) and JVMSX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMIX: JVMSX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 8.75 vs. JVMSX (8.28). JVMIX return over 5 years is better than : 15.79 vs. JVMSX (13.82).
| JVMIX | JVMSX | JVMIX / JVMSX | |
| Total Expense Ratio | 0.85 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 14.270 | 13.988 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 23.6B | 100% |
| Annual Yield % from dividends | 0.66 | 0.34 | 195% |
| Returns for 1 year | 8.75 | 8.28 | 106% |
| Returns for 3 years | 18.93 | 17.35 | 109% |
| Returns for 5 years | 15.79 | 13.82 | 114% |
| Returns for 10 years | 62.51 | 57.71 | 108% |
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