Interact to see
Advertisement
Advertisement
JVMIX vs MARFX
JVMIX vs MARFX Comparison
Open Charts JVMIX vs MARFX
JVMIX vs MARFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MARFX commentary
Sep 13, 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 MARFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. MARFX (1.1B). MARFX pays higher dividends than JVMIX: MARFX (1.37) vs JVMIX (0.65). 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 : 7.66 vs. JVMIX (2.36). MARFX return over 5 years is better than : 21.38 vs. JVMIX (16.01).
| 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 | 13.178 | 14.275 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.1B | 2,113% |
| Annual Yield % from dividends | 0.65 | 1.37 | 48% |
| Returns for 1 year | 2.36 | 7.66 | 31% |
| Returns for 3 years | 21.56 | 27.10 | 80% |
| Returns for 5 years | 16.01 | 21.38 | 75% |
| Returns for 10 years | 60.41 | 52.84 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers