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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
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 MCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. MCBVX (16.8B). JVMRX pays higher dividends than MCBVX: JVMRX (0.74) 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 : 4.29 vs. JVMRX (2.46). JVMRX return over 5 years is better than : 16.49 vs. MCBVX (10.06).
| 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 | 13.256 | 12.313 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 16.8B | 138% |
| Annual Yield % from dividends | 0.74 | 0.05 | 1,431% |
| Returns for 1 year | 2.46 | 4.29 | 57% |
| Returns for 3 years | 21.93 | 19.52 | 112% |
| Returns for 5 years | 16.49 | 10.06 | 164% |
| Returns for 10 years | 61.53 | 68.68 | 90% |
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