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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
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 MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. MARFX (1.11B). MARFX pays higher dividends than JVMRX: MARFX (1.62) vs JVMRX (0.78). JVMRX was incepted earlier than MARFX: JVMRX (15 years) vs MARFX (31 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 : 11.61 vs. JVMRX (6.32). MARFX return over 5 years is better than : 17.83 vs. JVMRX (14.37).
| 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 | 31 years | - |
| Gain YTD | 11.835 | 14.636 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.11B | 2,092% |
| Annual Yield % from dividends | 0.78 | 1.62 | 48% |
| Returns for 1 year | 6.32 | 11.61 | 54% |
| Returns for 3 years | 18.15 | 22.25 | 82% |
| Returns for 5 years | 14.37 | 17.83 | 81% |
| Returns for 10 years | 59.74 | 51.16 | 117% |
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