Interact to see
Advertisement
Advertisement
JVMRX vs JVMTX
JVMRX vs JVMTX Comparison
Open Charts JVMRX vs JVMTX
JVMRX vs JVMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. JVMTX commentary
Jun 28, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX (23.2B) and JVMTX (23.2B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMTX: JVMRX (0.81) vs JVMTX (0.59). JVMRX was incepted earlier than JVMTX: JVMRX (15 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than JVMRX (0.75). JVMRX (48.00) and JVMTX (48.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than JVMRX: JVMTX (0) vs JVMRX (1000000). JVMRX (8.14) and JVMTX (7.87) have marching annual gain over last year. JVMRX return over 5 years is better than : 11.33 vs. JVMTX (10.19).
| JVMRX | JVMTX | JVMRX / JVMTX | |
| Total Expense Ratio | 0.74 | 0.99 | 75% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 10.670 | 10.536 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 23.2B | 100% |
| Annual Yield % from dividends | 0.81 | 0.59 | 138% |
| Returns for 1 year | 8.14 | 7.87 | 103% |
| Returns for 3 years | 21.13 | 20.20 | 105% |
| Returns for 5 years | 11.33 | 10.19 | 111% |
| Returns for 10 years | 69.46 | 66.45 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers