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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. JVSIX (69.7M). JVMRX pays higher dividends than JVSIX: JVMRX (0.74) 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: 54.00 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 : 2.46 vs. JVSIX (-1.53). JVSIX return over 5 years is better than : 23.94 vs. JVMRX (16.49).
| 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 | 13.256 | 8.103 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 69.7M | 33,286% |
| Annual Yield % from dividends | 0.74 | 0.30 | 250% |
| Returns for 1 year | 2.46 | -1.53 | -161% |
| Returns for 3 years | 21.93 | 24.95 | 88% |
| Returns for 5 years | 16.49 | 23.94 | 69% |
| Returns for 10 years | 61.53 | 39.75 | 155% |
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