Interact to see
Advertisement
Advertisement
JVMRX vs JVSIX
JVMRX vs JVSIX Comparison
Open Charts JVMRX vs JVSIX
JVMRX vs JVSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. JVSIX 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 JVSIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. JVSIX (71.7M). JVMRX pays higher dividends than JVSIX: JVMRX (0.75) vs JVSIX (0.29). JVMRX was incepted earlier than JVSIX: JVMRX (15 years) vs JVSIX (15 years). JVSIX (1.29) is less costly to investors than JVMRX (0.75). JVSIX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (48.00). JVSIX has a lower initial minimum investment than JVMRX: JVSIX (2500) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. JVSIX (7.95). JVSIX return over 5 years is better than : 23.01 vs. JVMRX (16.31).
| JVMRX | JVSIX | JVMRX / JVSIX | |
| Total Expense Ratio | 0.74 | 1.01 | 73% |
| Annual Report Gross Expense Ratio | 0.75 | 1.29 | 58% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 14.348 | 11.067 | 130% |
| Front Load | N/A | N/A | - |
| 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 | 0.29 | 257% |
| Returns for 1 year | 8.86 | 7.95 | 111% |
| Returns for 3 years | 19.29 | 21.90 | 88% |
| Returns for 5 years | 16.31 | 23.01 | 71% |
| Returns for 10 years | 63.73 | 44.39 | 144% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers