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JVMIX vs TRMIX
JVMIX vs TRMIX Comparison
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JVMIX vs TRMIX Comparison Chart in %
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JVMIX vs. TRMIX 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. TRMIX (15.8B). TRMIX pays higher dividends than JVMIX: TRMIX (1.26) vs JVMIX (0.66). JVMIX was incepted earlier than TRMIX: JVMIX (29 years) vs TRMIX (11 years). JVMIX (0.86) is less costly to investors than TRMIX (0.72). TRMIX is a more actively managed with annual turnover of: 55.30 vs. JVMIX (48.00). JVMIX has a lower initial minimum investment than TRMIX: JVMIX (250000) vs TRMIX (500000). TRMIX annual gain was more profitable for investors over the last year : 23.55 vs. JVMIX (8.75). TRMIX return over 5 years is better than : 18.17 vs. JVMIX (15.79).
| JVMIX | TRMIX | JVMIX / TRMIX | |
| Total Expense Ratio | 0.85 | 0.72 | 118% |
| Annual Report Gross Expense Ratio | 0.86 | 0.72 | 119% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 14.270 | 20.237 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 500000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 15.8B | 149% |
| Annual Yield % from dividends | 0.66 | 1.26 | 53% |
| Returns for 1 year | 8.75 | 23.55 | 37% |
| Returns for 3 years | 18.93 | 24.64 | 77% |
| Returns for 5 years | 15.79 | 18.17 | 87% |
| Returns for 10 years | 62.51 | 51.21 | 122% |
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