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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
Sep 23, 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: 23.3B vs. MCVRX (16.8B). 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 : 5.34 vs. JVMIX (2.85). JVMIX (15.31) and MCVRX (14.72) have equivalent 5 years return.
| 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 | 12.086 | 11.351 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 16.8B | 139% |
| Annual Yield % from dividends | 0.65 | 0.89 | 73% |
| Returns for 1 year | 2.85 | 5.34 | 53% |
| Returns for 3 years | 22.97 | 23.48 | 98% |
| Returns for 5 years | 15.31 | 14.72 | 104% |
| Returns for 10 years | 55.66 | 75.17 | 74% |
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