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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. MCRFX (1.1B). MCRFX pays higher dividends than JVMIX: MCRFX (1.79) vs JVMIX (0.71). JVMIX was incepted earlier than MCRFX: JVMIX (29 years) vs MCRFX (31 years). MCRFX (1.92) is less costly to investors than JVMIX (0.86). MCRFX is a more actively managed with annual turnover of: 62.00 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 : 7.52 vs. MCRFX (4.94). JVMIX return over 5 years is better than : 10.43 vs. MCRFX (-8.86).
| 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 | 31 years | - |
| Gain YTD | 9.210 | 11.342 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.1B | 2,078% |
| Annual Yield % from dividends | 0.71 | 1.79 | 40% |
| Returns for 1 year | 7.52 | 4.94 | 152% |
| Returns for 3 years | 21.90 | 9.02 | 243% |
| Returns for 5 years | 10.43 | -8.86 | -118% |
| Returns for 10 years | 64.53 | 9.58 | 674% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement