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JVMIX vs NAMAX
JVMIX vs NAMAX Comparison
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JVMIX vs NAMAX Comparison Chart in %
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JVMIX vs. NAMAX commentary
Jun 21, 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 NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. NAMAX (3.19B). JVMIX pays higher dividends than NAMAX: JVMIX (0.71) vs NAMAX (0.66). 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 : 29.79 vs. JVMIX (8.39). NAMAX return over 5 years is better than : 37.84 vs. JVMIX (13.67).
| 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 | 8.846 | 18.786 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2000 | 12,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 3.19B | 717% |
| Annual Yield % from dividends | 0.71 | 0.66 | 108% |
| Returns for 1 year | 8.39 | 29.79 | 28% |
| Returns for 3 years | 17.19 | 42.89 | 40% |
| Returns for 5 years | 13.67 | 37.84 | 36% |
| Returns for 10 years | 59.10 | 30.13 | 196% |