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JVMRX vs LAVLX
JVMRX vs LAVLX Comparison
Open Charts JVMRX vs LAVLX
JVMRX vs LAVLX Comparison Chart in %
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JVMRX vs. LAVLX commentary
Aug 03, 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 LAVLX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. LAVLX (1.17B). JVMRX pays higher dividends than LAVLX: JVMRX (0.75) vs LAVLX (0.40). JVMRX was incepted earlier than LAVLX: JVMRX (15 years) vs LAVLX (43 years). LAVLX (1.01) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. LAVLX (45.00). LAVLX has a lower initial minimum investment than JVMRX: LAVLX (1000) vs JVMRX (1000000). LAVLX annual gain was more profitable for investors over the last year : 14.88 vs. JVMRX (8.86). JVMRX return over 5 years is better than : 16.31 vs. LAVLX (11.99).
| JVMRX | LAVLX | JVMRX / LAVLX | |
| Total Expense Ratio | 0.74 | 1.01 | 73% |
| Annual Report Gross Expense Ratio | 0.75 | 1.01 | 74% |
| Fund Existence | 15 years | 43 years | - |
| Gain YTD | 14.348 | 10.752 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.17B | 2,014% |
| Annual Yield % from dividends | 0.75 | 0.40 | 191% |
| Returns for 1 year | 8.86 | 14.88 | 60% |
| Returns for 3 years | 19.29 | 22.57 | 85% |
| Returns for 5 years | 16.31 | 11.99 | 136% |
| Returns for 10 years | 63.73 | 48.58 | 131% |
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