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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
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 MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MCVAX (775M). MCVAX pays higher dividends than JVMIX: MCVAX (1.19) vs JVMIX (0.66). 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 : 8.75 vs. MCVAX (-1.29). JVMIX return over 5 years is better than : 15.79 vs. MCVAX (-22.58).
| 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 | 14.270 | 8.916 | 160% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.66 | 1.19 | 56% |
| Returns for 1 year | 8.75 | -1.29 | -677% |
| Returns for 3 years | 18.93 | -0.26 | -7,223% |
| Returns for 5 years | 15.79 | -22.58 | -70% |
| Returns for 10 years | 62.51 | -4.42 | -1,413% |
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