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JVMIX vs MCVRX
JVMIX vs MCVRX Comparison
Open Charts JVMIX vs MCVRX
JVMIX vs MCVRX Comparison Chart in %
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JVMIX vs. MCVRX 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 MCVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. MCVRX (17.1B). MCVRX pays higher dividends than JVMIX: MCVRX (0.95) vs JVMIX (0.71). JVMIX was incepted earlier than MCVRX: JVMIX (29 years) vs MCVRX (23 years). MCVRX (1.23) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. MCVRX (24.00). MCVRX annual gain was more profitable for investors over the last year : 10.79 vs. JVMIX (7.97). MCVRX return over 5 years is better than : 14.03 vs. JVMIX (10.93).
| JVMIX | MCVRX | JVMIX / MCVRX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.23 | 70% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 8.846 | 10.082 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 17.1B | 134% |
| Annual Yield % from dividends | 0.71 | 0.95 | 74% |
| Returns for 1 year | 7.97 | 10.79 | 74% |
| Returns for 3 years | 21.50 | 22.16 | 97% |
| Returns for 5 years | 10.93 | 14.03 | 78% |
| Returns for 10 years | 63.98 | 84.38 | 76% |
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