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JVMIX vs MDRFX
JVMIX vs MDRFX Comparison
Open Charts JVMIX vs MDRFX
JVMIX vs MDRFX Comparison Chart in %
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JVMIX vs. MDRFX commentary
Aug 03, 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: 23.6B vs. MDRFX (1.12B). 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 : 12.76 vs. JVMIX (8.75). MDRFX return over 5 years is better than : 17.94 vs. JVMIX (15.79).
| 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 | 14.270 | 14.016 | 102% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.12B | 2,111% |
| Annual Yield % from dividends | 0.66 | 1.28 | 52% |
| Returns for 1 year | 8.75 | 12.76 | 69% |
| Returns for 3 years | 18.93 | 18.06 | 105% |
| Returns for 5 years | 15.79 | 17.94 | 88% |
| Returns for 10 years | 62.51 | 43.10 | 145% |
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