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JVMIX vs MVTIX
JVMIX vs MVTIX Comparison
Open Charts JVMIX vs MVTIX
JVMIX vs MVTIX Comparison Chart in %
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JVMIX vs. MVTIX commentary
Jul 14, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. MVTIX (757M). MVTIX pays higher dividends than JVMIX: MVTIX (1.57) vs JVMIX (0.68). 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 (48.00). 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 : 6.21 vs. MVTIX (-5.42). JVMIX return over 5 years is better than : 13.89 vs. MVTIX (-23.18).
| 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 | 11.795 | 5.539 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.68 | 1.57 | 43% |
| Returns for 1 year | 6.21 | -5.42 | -114% |
| Returns for 3 years | 17.79 | -0.40 | -4,499% |
| Returns for 5 years | 13.89 | -23.18 | -60% |
| Returns for 10 years | 58.60 | -5.03 | -1,165% |
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