Interact to see
Advertisement
Advertisement
JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JVMIX vs TRVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. TRVRX 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 TRVRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. TRVRX (1.68B). TRVRX pays higher dividends than JVMIX: TRVRX (1.29) vs JVMIX (0.66). JVMIX was incepted earlier than TRVRX: JVMIX (29 years) vs TRVRX (24 years). JVMIX (0.86) is less costly to investors than TRVRX (0.71). JVMIX is a more actively managed with annual turnover of: 48.00 vs. TRVRX (28.00). TRVRX has a lower initial minimum investment than JVMIX: TRVRX (0) vs JVMIX (250000). TRVRX annual gain was more profitable for investors over the last year : 18.16 vs. JVMIX (10.63). JVMIX return over 5 years is better than : 20.35 vs. TRVRX (10.55).
| JVMIX | TRVRX | JVMIX / TRVRX | |
| Total Expense Ratio | 0.85 | 0.71 | 120% |
| Annual Report Gross Expense Ratio | 0.86 | 0.71 | 121% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 17.364 | 19.090 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.68B | 1,437% |
| Annual Yield % from dividends | 0.66 | 1.29 | 51% |
| Returns for 1 year | 10.63 | 18.16 | 59% |
| Returns for 3 years | 27.91 | 45.90 | 61% |
| Returns for 5 years | 20.35 | 10.55 | 193% |
| Returns for 10 years | 62.83 | 2.94 | 2,137% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SICNX | 17.50 | 0.21 | +1.21% |
| Schwab® International Core Equity | |||
| TSMUX | 19.56 | 0.15 | +0.77% |
| Nuveen Quant Small/Mid Cap Eq W | |||
| CAMOX | 29.94 | 0.22 | +0.74% |
| Cambiar Opportunity Inv | |||
| GETGX | 50.52 | 0.22 | +0.44% |
| Victory Sycamore Established Value R | |||
| FSUMX | 18.87 | N/A | N/A |
| Fidelity Series Sustainable U.S. Market | |||