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JVMIX vs TRVRX
JVMIX vs TRVRX Comparison
Open Charts JVMIX vs TRVRX
JVMIX vs TRVRX Comparison Chart in %
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JVMIX vs. TRVRX commentary
Sep 12, 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 TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. TRVRX (1.63B). TRVRX pays higher dividends than JVMIX: TRVRX (1.31) vs JVMIX (0.65). 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 : 10.32 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. TRVRX (7.37).
| 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 | 13.178 | 15.890 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.63B | 1,427% |
| Annual Yield % from dividends | 0.65 | 1.31 | 50% |
| Returns for 1 year | 2.36 | 10.32 | 23% |
| Returns for 3 years | 21.56 | 39.95 | 54% |
| Returns for 5 years | 16.01 | 7.37 | 217% |
| Returns for 10 years | 60.41 | 3.33 | 1,814% |
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