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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
Jun 30, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. JVSAX (72.1M). JVMRX pays higher dividends than JVSAX: JVMRX (0.81) vs JVSAX (0.08). 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). JVSAX annual gain was more profitable for investors over the last year : 13.82 vs. JVMRX (7.76). JVSAX return over 5 years is better than : 22.93 vs. JVMRX (12.49).
| 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 | 10.670 | 13.575 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 72.1M | 32,178% |
| Annual Yield % from dividends | 0.81 | 0.08 | 1,069% |
| Returns for 1 year | 7.76 | 13.82 | 56% |
| Returns for 3 years | 19.01 | 26.99 | 70% |
| Returns for 5 years | 12.49 | 22.93 | 54% |
| Returns for 10 years | 62.95 | 45.64 | 138% |
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