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JVMIX vs JVMTX
JVMIX vs JVMTX Comparison
Open Charts JVMIX vs JVMTX
JVMIX vs JVMTX Comparison Chart in %
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JVMIX vs. JVMTX commentary
Jun 04, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX (22.5B) and JVMTX (22.5B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMTX: JVMIX (0.71) vs JVMTX (0.59). 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 (49.00) and JVMTX (49.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMIX: JVMTX (0) vs JVMIX (250000). JVMIX (7.06) and JVMTX (6.89) have marching annual gain over last year. JVMIX return over 5 years is better than : 4.68 vs. JVMTX (4.06).
| 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 | 6.189 | 6.125 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 22.5B | 100% |
| Annual Yield % from dividends | 0.71 | 0.59 | 121% |
| Returns for 1 year | 7.06 | 6.89 | 102% |
| Returns for 3 years | 20.15 | 19.63 | 103% |
| Returns for 5 years | 4.68 | 4.06 | 115% |
| Returns for 10 years | 53.81 | 52.13 | 103% |
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