Interact to see
Advertisement
Advertisement
JVMIX vs MDRFX
JVMIX vs MDRFX Comparison
Open Charts JVMIX vs MDRFX
JVMIX vs MDRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MDRFX 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 MDRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. MDRFX (1.1B). MDRFX pays higher dividends than JVMIX: MDRFX (1.59) vs JVMIX (0.71). JVMIX was incepted earlier than MDRFX: JVMIX (29 years) vs MDRFX (31 years). MDRFX (1.09) is less costly to investors than JVMIX (0.86). MDRFX is a more actively managed with annual turnover of: 62.00 vs. JVMIX (48.00). MDRFX has a lower initial minimum investment than JVMIX: MDRFX (1000) vs JVMIX (250000). MDRFX annual gain was more profitable for investors over the last year : 13.00 vs. JVMIX (7.97). JVMIX (10.93) and MDRFX (10.91) have equivalent 5 years return.
| JVMIX | MDRFX | JVMIX / MDRFX | |
| Total Expense Ratio | 0.85 | 1.00 | 85% |
| Annual Report Gross Expense Ratio | 0.86 | 1.09 | 79% |
| Fund Existence | 29 years | 31 years | - |
| Gain YTD | 8.846 | 12.494 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.1B | 2,076% |
| Annual Yield % from dividends | 0.71 | 1.59 | 45% |
| Returns for 1 year | 7.97 | 13.00 | 61% |
| Returns for 3 years | 21.50 | 23.53 | 91% |
| Returns for 5 years | 10.93 | 10.91 | 100% |
| Returns for 10 years | 63.98 | 48.32 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement