JVMIX
Price
$31.36
Change
+$0.27 (+0.87%)
Updated
Sep 11 closing price
Net Assets
23.18B
MCBVX
Price
$31.85
Change
+$0.07 (+0.22%)
Updated
Sep 11 closing price
Net Assets
16.78B
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JVMIX vs MCBVX

JVMIX vs MCBVX Comparison Chart in %
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JVMIX vs. MCBVX 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 MCBVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. MCBVX (16.8B). JVMIX pays higher dividends than MCBVX: JVMIX (0.65) vs MCBVX (0.05). JVMIX was incepted earlier than MCBVX: JVMIX (29 years) vs MCBVX (25 years). MCBVX (1.73) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. MCBVX (24.00). MCBVX has a lower initial minimum investment than JVMIX: MCBVX (1000) vs JVMIX (250000). MCBVX annual gain was more profitable for investors over the last year : 4.29 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. MCBVX (10.06).
JVMIXMCBVXJVMIX / MCBVX
Total Expense Ratio0.851.7249%
Annual Report Gross Expense Ratio0.861.7350%
Fund Existence29 years25 years-
Gain YTD13.17812.313107%
Front LoadN/AN/A-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.2B16.8B138%
Annual Yield % from dividends0.650.051,257%
Returns for 1 year2.364.2955%
Returns for 3 years21.5619.52110%
Returns for 5 years16.0110.06159%
Returns for 10 years60.4168.6888%
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