Interact to see
Advertisement
Advertisement
JVMRX vs MCMVX
JVMRX vs MCMVX Comparison
Open Charts JVMRX vs MCMVX
JVMRX vs MCMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. MCMVX commentary
Jun 24, 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 MCMVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. MCMVX (46.7M). 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: 48.00 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 : 23.15 vs. JVMRX (8.08). MCMVX return over 5 years is better than : 31.66 vs. JVMRX (11.43).
| 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 | 8.922 | 16.740 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 46.7M | 49,036% |
| Annual Yield % from dividends | 0.81 | 1.05 | 77% |
| Returns for 1 year | 8.08 | 23.15 | 35% |
| Returns for 3 years | 21.91 | 46.15 | 47% |
| Returns for 5 years | 11.43 | 31.66 | 36% |
| Returns for 10 years | 65.14 | 146.84 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement