The average market capitalization across the group is 20.55B. The market cap for tickers in the group ranges from 17.31B to 23.8B. JVMIX holds the highest valuation in this group at 23.8B. The lowest valued company is MCVRX at 17.31B.

High and low price notable news

The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was 1%, and the average quarterly price growth was 10%. JVMIX experienced the highest price growth at -1%, while MCVRX experienced the biggest fall at -1%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

JVMIX vs. MCVRX commentary

Sep 02, 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.

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FUNDAMENTALS

Fundamentals

JVMIX has more cash in the bank: 23.8B vs. MCVRX (17.3B). MCVRX pays higher dividends than JVMIX: MCVRX (0.89) vs JVMIX (0.65). 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 : 8.53 vs. JVMIX (7.32). JVMIX return over 5 years is better than : 15.59 vs. MCVRX (14.42).

	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	15.908	15.569	102%
Front Load	N/A	N/A	-
Min. Initial Investment	250000	N/A	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	23.8B	17.3B	138%
Annual Yield % from dividends	0.65	0.89	73%
Returns for 1 year	7.32	8.53	86%
Returns for 3 years	22.30	22.49	99%
Returns for 5 years	15.59	14.42	108%
Returns for 10 years	59.06	79.73	74%

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