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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. JVSIX (70.1M). JVMRX pays higher dividends than JVSIX: JVMRX (0.75) vs JVSIX (0.30). 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 : 10.74 vs. JVSIX (5.68). JVSIX return over 5 years is better than : 27.93 vs. JVMRX (20.84).
| 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 | 17.444 | 11.989 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 70.1M | 34,379% |
| Annual Yield % from dividends | 0.75 | 0.30 | 254% |
| Returns for 1 year | 10.74 | 5.68 | 189% |
| Returns for 3 years | 28.30 | 30.12 | 94% |
| Returns for 5 years | 20.84 | 27.93 | 75% |
| Returns for 10 years | 64.05 | 41.29 | 155% |
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