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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
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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. MVTIX (775M). MVTIX pays higher dividends than JVMIX: MVTIX (1.50) vs JVMIX (0.66). 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 : 8.75 vs. MVTIX (-0.95). JVMIX return over 5 years is better than : 15.79 vs. MVTIX (-21.28).
| 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 | 14.270 | 9.063 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.66 | 1.50 | 44% |
| Returns for 1 year | 8.75 | -0.95 | -925% |
| Returns for 3 years | 18.93 | 0.90 | 2,094% |
| Returns for 5 years | 15.79 | -21.28 | -74% |
| Returns for 10 years | 62.51 | -1.94 | -3,223% |
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