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JVMRX vs JVMSX
JVMRX vs JVMSX Comparison
Open Charts JVMRX vs JVMSX
JVMRX vs JVMSX Comparison Chart in %
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JVMRX vs. JVMSX commentary
Jun 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 JVMRX is a Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX (22.9B) and JVMSX (22.9B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMSX: JVMRX (0.81) vs JVMSX (0.36). JVMRX was incepted earlier than JVMSX: JVMRX (15 years) vs JVMSX (14 years). JVMSX (1.25) is less costly to investors than JVMRX (0.75). JVMRX (48.00) and JVMSX (48.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMRX: JVMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.08 vs. JVMSX (7.48). JVMRX return over 5 years is better than : 11.43 vs. JVMSX (9.07).
| JVMRX | JVMSX | JVMRX / JVMSX | |
| Total Expense Ratio | 0.74 | 1.24 | 60% |
| Annual Report Gross Expense Ratio | 0.75 | 1.25 | 60% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 8.922 | 8.642 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 22.9B | 100% |
| Annual Yield % from dividends | 0.81 | 0.36 | 222% |
| Returns for 1 year | 8.08 | 7.48 | 108% |
| Returns for 3 years | 21.91 | 19.97 | 110% |
| Returns for 5 years | 11.43 | 9.07 | 126% |
| Returns for 10 years | 65.14 | 59.11 | 110% |
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