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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
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 MARFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. MARFX (1.12B). MARFX pays higher dividends than JVMRX: MARFX (1.38) vs JVMRX (0.75). 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 : 13.87 vs. JVMRX (8.86). MARFX return over 5 years is better than : 21.90 vs. JVMRX (16.31).
| 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 | 14.348 | 14.319 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.12B | 2,111% |
| Annual Yield % from dividends | 0.75 | 1.38 | 55% |
| Returns for 1 year | 8.86 | 13.87 | 64% |
| Returns for 3 years | 19.29 | 20.76 | 93% |
| Returns for 5 years | 16.31 | 21.90 | 74% |
| Returns for 10 years | 63.73 | 52.12 | 122% |
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