JVMRX
Price
$31.22
Change
+$0.43 (+1.40%)
Updated
Jul 24 closing price
Net Assets
23.56B
JVSNX
Price
$16.61
Change
-$0.13 (-0.78%)
Updated
Jul 23 closing price
Net Assets
71.67M
Interact to see
Advertisement

JVMRX vs JVSNX

JVMRX vs JVSNX Comparison Chart in %
View a ticker or compare two or three
VS
JVMRX vs. JVSNX commentary
Jul 27, 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 JVSNX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. JVSNX (71.7M). JVMRX pays higher dividends than JVSNX: JVMRX (0.78) vs JVSNX (0.46). JVMRX was incepted earlier than JVSNX: JVMRX (15 years) vs JVSNX (9 years). JVSNX (1.16) is less costly to investors than JVMRX (0.75). JVSNX is a more actively managed with annual turnover of: 76.00 vs. JVMRX (48.00). JVMRX (1000000) and JVSNX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 7.53 vs. JVSNX (5.48). JVSNX return over 5 years is better than : 24.94 vs. JVMRX (16.81).
JVMRXJVSNXJVMRX / JVSNX
Total Expense Ratio0.740.9181%
Annual Report Gross Expense Ratio0.751.1665%
Fund Existence15 years9 years-
Gain YTD13.69310.881126%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B71.7M32,915%
Annual Yield % from dividends0.780.46167%
Returns for 1 year7.535.48137%
Returns for 3 years18.3421.5285%
Returns for 5 years16.8124.9467%
Returns for 10 years60.58N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NQCAX6.580.04
+0.61%
Nuveen Large Cap Value Opportunities A
BRUEX18.820.11
+0.59%
MFS Blended Research Value Equity B
GSSCX10.980.05
+0.46%
Goldman Sachs Small Cap Value C
MRSRX27.460.08
+0.29%
MFS Research International R2
SSMHX375.76-1.00
-0.27%
State Street Small/Mid Cap Equity Index