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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
Jul 14, 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: 23.3B vs. JVSIX (71.7M). JVMRX pays higher dividends than JVSIX: JVMRX (0.78) 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). JVSIX annual gain was more profitable for investors over the last year : 6.87 vs. JVMRX (6.32). JVSIX return over 5 years is better than : 24.09 vs. JVMRX (14.37).
| 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 | 11.835 | 10.935 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 71.7M | 32,497% |
| Annual Yield % from dividends | 0.78 | 0.29 | 265% |
| Returns for 1 year | 6.32 | 6.87 | 92% |
| Returns for 3 years | 18.15 | 23.60 | 77% |
| Returns for 5 years | 14.37 | 24.09 | 60% |
| Returns for 10 years | 59.74 | 43.88 | 136% |
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