Interact to see
Advertisement
Advertisement
JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JVMIX vs MVTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. MVTIX commentary
Jun 04, 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 Buy and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. MVTIX (790M). MVTIX pays higher dividends than JVMIX: MVTIX (1.56) vs JVMIX (0.71). JVMIX was incepted earlier than MVTIX: JVMIX (29 years) vs MVTIX (12 years). JVMIX (0.86) and MVTIX (0.85) have similar cost to investors . MVTIX is a more actively managed with annual turnover of: 59.00 vs. JVMIX (49.00). JVMIX has a lower initial minimum investment than MVTIX: JVMIX (250000) vs MVTIX (1000000). JVMIX annual gain was more profitable for investors over the last year : 7.06 vs. MVTIX (-1.23). JVMIX return over 5 years is better than : 4.68 vs. MVTIX (-26.29).
| JVMIX | MVTIX | JVMIX / MVTIX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.85 | 101% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 6.189 | 5.035 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.71 | 1.56 | 45% |
| Returns for 1 year | 7.06 | -1.23 | -576% |
| Returns for 3 years | 20.15 | 5.59 | 360% |
| Returns for 5 years | 4.68 | -26.29 | -18% |
| Returns for 10 years | 53.81 | -3.34 | -1,609% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers