Interact to see
Advertisement
Advertisement
JVMIX vs JVMTX
JVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTX
JVMIX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. JVMTX commentary
Jul 06, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX (23.4B) and JVMTX (23.4B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMTX: JVMIX (0.68) vs JVMTX (0.56). JVMIX was incepted earlier than JVMTX: JVMIX (29 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JVMIX (0.86). JVMIX (48.00) and JVMTX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMIX: JVMTX (0) vs JVMIX (250000). JVMIX (6.64) and JVMTX (6.48) have marching annual gain over last year. JVMIX return over 5 years is better than : 12.19 vs. JVMTX (11.51).
| JVMIX | JVMTX | JVMIX / JVMTX | |
| Total Expense Ratio | 0.85 | 0.99 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.10 | 78% |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 11.904 | 11.812 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 23.4B | 100% |
| Annual Yield % from dividends | 0.68 | 0.56 | 121% |
| Returns for 1 year | 6.64 | 6.48 | 102% |
| Returns for 3 years | 19.74 | 19.22 | 103% |
| Returns for 5 years | 12.19 | 11.51 | 106% |
| Returns for 10 years | 63.65 | 61.90 | 103% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers