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JVMRX vs MARFX
JVMRX vs MARFX Comparison
Open Charts JVMRX vs MARFX
JVMRX vs MARFX Comparison Chart in %
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JVMRX vs. MARFX commentary
Sep 13, 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 MARFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. MARFX (1.1B). MARFX pays higher dividends than JVMRX: MARFX (1.37) vs JVMRX (0.74). JVMRX was incepted earlier than MARFX: JVMRX (15 years) vs MARFX (32 years). MARFX (0.84) is less costly to investors than JVMRX (0.75). MARFX is a more actively managed with annual turnover of: 75.00 vs. JVMRX (48.00). JVMRX has a lower initial minimum investment than MARFX: JVMRX (1000000) vs MARFX (2000000). MARFX annual gain was more profitable for investors over the last year : 7.66 vs. JVMRX (2.46). MARFX return over 5 years is better than : 21.38 vs. JVMRX (16.49).
| JVMRX | MARFX | JVMRX / MARFX | |
| Total Expense Ratio | 0.74 | 0.75 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 0.84 | 89% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 13.256 | 14.275 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.1B | 2,113% |
| Annual Yield % from dividends | 0.74 | 1.37 | 54% |
| Returns for 1 year | 2.46 | 7.66 | 32% |
| Returns for 3 years | 21.93 | 27.10 | 81% |
| Returns for 5 years | 16.49 | 21.38 | 77% |
| Returns for 10 years | 61.53 | 52.84 | 116% |
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