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JVMRX vs MCBVX
JVMRX vs MCBVX Comparison
Open Charts JVMRX vs MCBVX
JVMRX vs MCBVX Comparison Chart in %
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JVMRX vs. MCBVX 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 MCBVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. MCBVX (17.2B). JVMRX pays higher dividends than MCBVX: JVMRX (0.78) vs MCBVX (0.05). JVMRX was incepted earlier than MCBVX: JVMRX (15 years) vs MCBVX (25 years). MCBVX (1.73) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. MCBVX (24.00). MCBVX has a lower initial minimum investment than JVMRX: MCBVX (1000) vs JVMRX (1000000). MCBVX annual gain was more profitable for investors over the last year : 8.16 vs. JVMRX (6.32). JVMRX return over 5 years is better than : 14.37 vs. MCBVX (12.39).
| JVMRX | MCBVX | JVMRX / MCBVX | |
| Total Expense Ratio | 0.74 | 1.72 | 43% |
| Annual Report Gross Expense Ratio | 0.75 | 1.73 | 43% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 11.835 | 12.669 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 17.2B | 135% |
| Annual Yield % from dividends | 0.78 | 0.05 | 1,457% |
| Returns for 1 year | 6.32 | 8.16 | 77% |
| Returns for 3 years | 18.15 | 16.05 | 113% |
| Returns for 5 years | 14.37 | 12.39 | 116% |
| Returns for 10 years | 59.74 | 67.88 | 88% |
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