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
Aug 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. MDRFX (1.13B). MDRFX pays higher dividends than JVMIX: MDRFX (1.28) vs JVMIX (0.66). JVMIX was incepted earlier than MDRFX: JVMIX (29 years) vs MDRFX (32 years). MDRFX (1.09) is less costly to investors than JVMIX (0.86). MDRFX is a more actively managed with annual turnover of: 75.00 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 : 11.94 vs. JVMIX (10.63). JVMIX (20.35) and MDRFX (19.68) 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 | 32 years | - |
| Gain YTD | 17.364 | 15.967 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.13B | 2,133% |
| Annual Yield % from dividends | 0.66 | 1.28 | 52% |
| Returns for 1 year | 10.63 | 11.94 | 89% |
| Returns for 3 years | 27.91 | 26.82 | 104% |
| Returns for 5 years | 20.35 | 19.68 | 103% |
| Returns for 10 years | 62.83 | 40.44 | 155% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SICNX | 17.50 | 0.21 | +1.21% |
| Schwab® International Core Equity | |||
| TSMUX | 19.56 | 0.15 | +0.77% |
| Nuveen Quant Small/Mid Cap Eq W | |||
| CAMOX | 29.94 | 0.22 | +0.74% |
| Cambiar Opportunity Inv | |||
| GETGX | 50.52 | 0.22 | +0.44% |
| Victory Sycamore Established Value R | |||
| FSUMX | 18.87 | N/A | N/A |
| Fidelity Series Sustainable U.S. Market | |||