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JVMIX vs MCBVX
JVMIX vs MCBVX Comparison
Open Charts JVMIX vs MCBVX
JVMIX vs MCBVX Comparison Chart in %
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JVMIX vs. MCBVX 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 MCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MCBVX (17.4B). JVMIX pays higher dividends than MCBVX: JVMIX (0.66) 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 : 10.38 vs. JVMIX (8.75). JVMIX return over 5 years is better than : 15.79 vs. MCBVX (12.65).
| JVMIX | MCBVX | JVMIX / MCBVX | |
| Total Expense Ratio | 0.85 | 1.72 | 49% |
| Annual Report Gross Expense Ratio | 0.86 | 1.73 | 50% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 14.270 | 14.199 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 17.4B | 136% |
| Annual Yield % from dividends | 0.66 | 0.05 | 1,264% |
| Returns for 1 year | 8.75 | 10.38 | 84% |
| Returns for 3 years | 18.93 | 15.98 | 118% |
| Returns for 5 years | 15.79 | 12.65 | 125% |
| Returns for 10 years | 62.51 | 70.52 | 89% |
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