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JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JVMRX vs MCMVX Comparison Chart in %
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JVMRX vs. MCMVX commentary
Jun 04, 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 MCMVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. MCMVX (45.6M). MCMVX pays higher dividends than JVMRX: MCMVX (1.05) vs JVMRX (0.81). JVMRX was incepted earlier than MCMVX: JVMRX (15 years) vs MCMVX (13 years). MCMVX (1.70) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. MCMVX (23.00). MCMVX has a lower initial minimum investment than JVMRX: MCMVX (5000) vs JVMRX (1000000). MCMVX annual gain was more profitable for investors over the last year : 23.20 vs. JVMRX (7.17). MCMVX return over 5 years is better than : 27.36 vs. JVMRX (5.11).
| JVMRX | MCMVX | JVMRX / MCMVX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.70 | 44% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 6.227 | 15.182 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 45.6M | 49,342% |
| Annual Yield % from dividends | 0.81 | 1.05 | 77% |
| Returns for 1 year | 7.17 | 23.20 | 31% |
| Returns for 3 years | 20.52 | 47.31 | 43% |
| Returns for 5 years | 5.11 | 27.36 | 19% |
| Returns for 10 years | 54.85 | 137.83 | 40% |
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