Interact to see
Advertisement
Advertisement
JVMIX vs MCRFX
JVMIX vs MCRFX Comparison
Open Charts JVMIX vs MCRFX
JVMIX vs MCRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MCRFX commentary
Aug 12, 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 MCRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. MCRFX (1.13B). MCRFX pays higher dividends than JVMIX: MCRFX (1.38) vs JVMIX (0.66). JVMIX was incepted earlier than MCRFX: JVMIX (29 years) vs MCRFX (32 years). MCRFX (1.92) is less costly to investors than JVMIX (0.86). MCRFX is a more actively managed with annual turnover of: 75.00 vs. JVMIX (48.00). MCRFX has a lower initial minimum investment than JVMIX: MCRFX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 12.27 vs. MCRFX (7.02). JVMIX return over 5 years is better than : 16.99 vs. MCRFX (-2.41).
| JVMIX | MCRFX | JVMIX / MCRFX | |
| Total Expense Ratio | 0.85 | 1.75 | 49% |
| Annual Report Gross Expense Ratio | 0.86 | 1.92 | 45% |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 17.401 | 13.800 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.13B | 2,143% |
| Annual Yield % from dividends | 0.66 | 1.38 | 48% |
| Returns for 1 year | 12.27 | 7.02 | 175% |
| Returns for 3 years | 24.16 | 7.69 | 314% |
| Returns for 5 years | 16.99 | -2.41 | -706% |
| Returns for 10 years | 63.98 | 4.44 | 1,441% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement