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JVMRX vs JVSAX
JVMRX vs JVSAX Comparison
Open Charts JVMRX vs JVSAX
JVMRX vs JVSAX Comparison Chart in %
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JVMRX vs. JVSAX commentary
Aug 03, 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 JVSAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. JVSAX (71.7M). JVMRX pays higher dividends than JVSAX: JVMRX (0.75) vs JVSAX (0.07). JVMRX was incepted earlier than JVSAX: JVMRX (15 years) vs JVSAX (15 years). JVSAX (1.63) is less costly to investors than JVMRX (0.75). JVSAX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (48.00). JVSAX has a lower initial minimum investment than JVMRX: JVSAX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. JVSAX (7.51). JVSAX return over 5 years is better than : 20.97 vs. JVMRX (16.31).
| JVMRX | JVSAX | JVMRX / JVSAX | |
| Total Expense Ratio | 0.74 | 1.29 | 57% |
| Annual Report Gross Expense Ratio | 0.75 | 1.63 | 46% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 14.348 | 10.887 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 71.7M | 32,915% |
| Annual Yield % from dividends | 0.75 | 0.07 | 1,010% |
| Returns for 1 year | 8.86 | 7.51 | 118% |
| Returns for 3 years | 19.29 | 20.57 | 94% |
| Returns for 5 years | 16.31 | 20.97 | 78% |
| Returns for 10 years | 63.73 | 39.90 | 160% |
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