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JVMIX vs MARFX
JVMIX vs MARFX Comparison
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JVMIX vs MARFX Comparison Chart in %
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JVMIX vs. MARFX 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 MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MARFX (1.12B). MARFX pays higher dividends than JVMIX: MARFX (1.38) vs JVMIX (0.66). JVMIX was incepted earlier than MARFX: JVMIX (29 years) vs MARFX (32 years). JVMIX (0.86) and MARFX (0.84) have similar cost to investors . MARFX is a more actively managed with annual turnover of: 75.00 vs. JVMIX (48.00). JVMIX has a lower initial minimum investment than MARFX: JVMIX (250000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 13.87 vs. JVMIX (8.75). MARFX return over 5 years is better than : 21.90 vs. JVMIX (15.79).
| JVMIX | MARFX | JVMIX / MARFX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 14.270 | 14.319 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.12B | 2,111% |
| Annual Yield % from dividends | 0.66 | 1.38 | 48% |
| Returns for 1 year | 8.75 | 13.87 | 63% |
| Returns for 3 years | 18.93 | 20.76 | 91% |
| Returns for 5 years | 15.79 | 21.90 | 72% |
| Returns for 10 years | 62.51 | 52.12 | 120% |
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