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JVMRX vs JVSIX
JVMRX vs JVSIX Comparison
Open Charts JVMRX vs JVSIX
JVMRX vs JVSIX Comparison Chart in %
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JVMRX vs. JVSIX commentary
Jun 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 Buy and JVSIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. JVSIX (76.3M). JVMRX pays higher dividends than JVSIX: JVMRX (0.81) vs JVSIX (0.30). JVMRX was incepted earlier than JVSIX: JVMRX (15 years) vs JVSIX (14 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 (49.00). JVSIX has a lower initial minimum investment than JVMRX: JVSIX (2500) vs JVMRX (1000000). JVSIX annual gain was more profitable for investors over the last year : 19.00 vs. JVMRX (7.17). JVSIX return over 5 years is better than : 18.55 vs. JVMRX (5.11).
| 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 | 14 years | - |
| Gain YTD | 6.227 | 12.121 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 76.3M | 29,489% |
| Annual Yield % from dividends | 0.81 | 0.30 | 272% |
| Returns for 1 year | 7.17 | 19.00 | 38% |
| Returns for 3 years | 20.52 | 32.67 | 63% |
| Returns for 5 years | 5.11 | 18.55 | 28% |
| Returns for 10 years | 54.85 | 47.42 | 116% |
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