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JVMIX vs TRVHX
JVMIX vs TRVHX Comparison
Open Charts JVMIX vs TRVHX
JVMIX vs TRVHX Comparison Chart in %
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JVMIX vs. TRVHX commentary
Aug 23, 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 TRVHX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. TRVHX (1.68B). TRVHX pays higher dividends than JVMIX: TRVHX (1.39) vs JVMIX (0.66). JVMIX was incepted earlier than TRVHX: JVMIX (29 years) vs TRVHX (11 years). JVMIX (0.86) is less costly to investors than TRVHX (0.55). JVMIX is a more actively managed with annual turnover of: 48.00 vs. TRVHX (28.00). TRVHX has a lower initial minimum investment than JVMIX: TRVHX (100000) vs JVMIX (250000). TRVHX annual gain was more profitable for investors over the last year : 18.45 vs. JVMIX (10.63). JVMIX return over 5 years is better than : 20.35 vs. TRVHX (11.43).
| JVMIX | TRVHX | JVMIX / TRVHX | |
| Total Expense Ratio | 0.85 | 0.55 | 155% |
| Annual Report Gross Expense Ratio | 0.86 | 0.55 | 156% |
| Fund Existence | 29 years | 11 years | - |
| Gain YTD | 17.364 | 19.154 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.68B | 1,437% |
| Annual Yield % from dividends | 0.66 | 1.39 | 48% |
| Returns for 1 year | 10.63 | 18.45 | 58% |
| Returns for 3 years | 27.91 | 46.63 | 60% |
| Returns for 5 years | 20.35 | 11.43 | 178% |
| Returns for 10 years | 62.83 | 4.27 | 1,470% |
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