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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
Aug 11, 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 (24.2B) and JVMTX (24.2B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMTX: JVMRX (0.75) vs JVMTX (0.55). 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 (12.38) and JVMTX (12.11) have marching annual gain over last year. JVMRX return over 5 years is better than : 17.48 vs. JVMTX (16.34).
| 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 | 17.480 | 17.317 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 24.2B | 100% |
| Annual Yield % from dividends | 0.75 | 0.55 | 138% |
| Returns for 1 year | 12.38 | 12.11 | 102% |
| Returns for 3 years | 24.53 | 23.63 | 104% |
| Returns for 5 years | 17.48 | 16.34 | 107% |
| Returns for 10 years | 65.13 | 62.24 | 105% |
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