Interact to see
Advertisement
Advertisement
JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
Open Charts JVMIX vs NAMAX
JVMIX vs NAMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NAMAX commentary
Sep 13, 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 NAMAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. NAMAX (3.28B). NAMAX (0.66) and JVMIX (0.65) have matching dividends . JVMIX was incepted earlier than NAMAX: JVMIX (29 years) vs NAMAX (25 years). NAMAX (0.88) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 48.00 vs. NAMAX (15.00). NAMAX has a lower initial minimum investment than JVMIX: NAMAX (2000) vs JVMIX (250000). NAMAX annual gain was more profitable for investors over the last year : 19.05 vs. JVMIX (2.36). NAMAX return over 5 years is better than : 37.69 vs. JVMIX (16.01).
| JVMIX | NAMAX | JVMIX / NAMAX | |
| Total Expense Ratio | 0.85 | 0.88 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.88 | 98% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 13.178 | 21.186 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 3.28B | 706% |
| Annual Yield % from dividends | 0.65 | 0.66 | 100% |
| Returns for 1 year | 2.36 | 19.05 | 12% |
| Returns for 3 years | 21.56 | 50.25 | 43% |
| Returns for 5 years | 16.01 | 37.69 | 42% |
| Returns for 10 years | 60.41 | 32.11 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement