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JVMRX vs MCIMX
JVMRX vs MCIMX Comparison
Open Charts JVMRX vs MCIMX
JVMRX vs MCIMX Comparison Chart in %
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JVMRX vs. MCIMX commentary
Sep 09, 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 MCIMX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.8B vs. MCIMX (411M). JVMRX pays higher dividends than MCIMX: JVMRX (0.74) vs MCIMX (0.00). JVMRX was incepted earlier than MCIMX: JVMRX (15 years) vs MCIMX (7 years). MCIMX (15.55) is less costly to investors than JVMRX (0.75). MCIMX (49.00) and JVMRX (48.00) have comparable annual turnover. MCIMX has a lower initial minimum investment than JVMRX: MCIMX (2500) vs JVMRX (1000000). MCIMX annual gain was more profitable for investors over the last year : 16.25 vs. JVMRX (6.38). MCIMX (19.52) and JVMRX (18.70) have equivalent 5 years return.
| JVMRX | MCIMX | JVMRX / MCIMX | |
| Total Expense Ratio | 0.74 | 1.75 | 42% |
| Annual Report Gross Expense Ratio | 0.75 | 15.55 | 5% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 16.242 | 19.398 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 411M | 5,791% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 6.38 | 16.25 | 39% |
| Returns for 3 years | 25.29 | 26.44 | 96% |
| Returns for 5 years | 18.70 | 19.52 | 96% |
| Returns for 10 years | 65.07 | N/A | - |
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