Interact to see
Advertisement
Advertisement
JVMRX vs KMDIX
JVMRX vs KMDIX Comparison
Open Charts JVMRX vs KMDIX
JVMRX vs KMDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. KMDIX commentary
Jun 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 KMDIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. KMDIX (129M). KMDIX pays higher dividends than JVMRX: KMDIX (1.16) vs JVMRX (0.81). JVMRX was incepted earlier than KMDIX: JVMRX (15 years) vs KMDIX (15 years). KMDIX (1.17) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. KMDIX (14.00). JVMRX (1000000) and KMDIX (1000000) have matching initial minimum investment requirements. KMDIX annual gain was more profitable for investors over the last year : 15.49 vs. JVMRX (8.08). KMDIX return over 5 years is better than : 35.62 vs. JVMRX (11.43).
| JVMRX | KMDIX | JVMRX / KMDIX | |
| Total Expense Ratio | 0.74 | 0.95 | 78% |
| Annual Report Gross Expense Ratio | 0.75 | 1.17 | 64% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 8.922 | 13.514 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 129M | 17,752% |
| Annual Yield % from dividends | 0.81 | 1.16 | 69% |
| Returns for 1 year | 8.08 | 15.49 | 52% |
| Returns for 3 years | 21.91 | 38.67 | 57% |
| Returns for 5 years | 11.43 | 35.62 | 32% |
| Returns for 10 years | 65.14 | 123.14 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers