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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
Aug 23, 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 (24.1B) and JVMTX (24.1B) have equal amount of cash in the bank . JVMIX pays higher dividends than JVMTX: JVMIX (0.66) vs JVMTX (0.55). 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 (10.63) and JVMTX (10.44) have marching annual gain over last year. JVMIX (20.35) and JVMTX (19.64) have equivalent 5 years return.
| 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 | 17.364 | 17.244 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 24.1B | 100% |
| Annual Yield % from dividends | 0.66 | 0.55 | 121% |
| Returns for 1 year | 10.63 | 10.44 | 102% |
| Returns for 3 years | 27.91 | 27.34 | 102% |
| Returns for 5 years | 20.35 | 19.64 | 104% |
| Returns for 10 years | 62.83 | 61.13 | 103% |
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