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JVMRX vs JVMTX
JVMRX vs JVMTX Comparison
Open Charts JVMRX vs JVMTX
JVMRX vs JVMTX Comparison Chart in %
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JVMRX vs. JVMTX commentary
Sep 16, 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 (23.4B) and JVMTX (23.4B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMTX: JVMRX (0.74) vs JVMTX (0.54). 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 annual gain was more profitable for investors over the last year : 4.55 vs. JVMTX (4.28). JVMRX return over 5 years is better than : 16.46 vs. JVMTX (15.29).
| 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 | 14.166 | 13.963 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 23.4B | 100% |
| Annual Yield % from dividends | 0.74 | 0.54 | 138% |
| Returns for 1 year | 4.55 | 4.28 | 106% |
| Returns for 3 years | 22.91 | 21.98 | 104% |
| Returns for 5 years | 16.46 | 15.29 | 108% |
| Returns for 10 years | 62.28 | 59.45 | 105% |
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