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JVMIX vs MCVAX
JVMIX vs MCVAX Comparison
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JVMIX vs MCVAX Comparison Chart in %
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JVMIX vs. MCVAX commentary
Jul 14, 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 MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. MCVAX (757M). MCVAX pays higher dividends than JVMIX: MCVAX (1.25) vs JVMIX (0.68). JVMIX was incepted earlier than MCVAX: JVMIX (29 years) vs MCVAX (12 years). MCVAX (1.18) is less costly to investors than JVMIX (0.86). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (48.00). MCVAX has a lower initial minimum investment than JVMIX: MCVAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 6.21 vs. MCVAX (-5.79). JVMIX return over 5 years is better than : 13.89 vs. MCVAX (-24.46).
| JVMIX | MCVAX | JVMIX / MCVAX | |
| Total Expense Ratio | 0.85 | 1.18 | 72% |
| Annual Report Gross Expense Ratio | 0.86 | 1.18 | 73% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 11.795 | 5.370 | 220% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.68 | 1.25 | 55% |
| Returns for 1 year | 6.21 | -5.79 | -107% |
| Returns for 3 years | 17.79 | -1.56 | -1,141% |
| Returns for 5 years | 13.89 | -24.46 | -57% |
| Returns for 10 years | 58.60 | -7.46 | -786% |
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