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JVMRX vs MCVIX
JVMRX vs MCVIX Comparison
Open Charts JVMRX vs MCVIX
JVMRX vs MCVIX Comparison Chart in %
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JVMRX vs. MCVIX commentary
Sep 12, 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 MCVIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. MCVIX (16.8B). MCVIX pays higher dividends than JVMRX: MCVIX (1.25) vs JVMRX (0.74). JVMRX was incepted earlier than MCVIX: JVMRX (15 years) vs MCVIX (25 years). JVMRX (0.75) and MCVIX (0.73) have similar cost to investors . JVMRX is a more actively managed with annual turnover of: 48.00 vs. MCVIX (24.00). MCVIX annual gain was more profitable for investors over the last year : 6.04 vs. JVMRX (2.46). MCVIX (17.29) and JVMRX (16.49) have equivalent 5 years return.
| JVMRX | MCVIX | JVMRX / MCVIX | |
| Total Expense Ratio | 0.74 | 0.72 | 103% |
| Annual Report Gross Expense Ratio | 0.75 | 0.73 | 103% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 13.256 | 13.113 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 16.8B | 138% |
| Annual Yield % from dividends | 0.74 | 1.25 | 59% |
| Returns for 1 year | 2.46 | 6.04 | 41% |
| Returns for 3 years | 21.93 | 25.24 | 87% |
| Returns for 5 years | 16.49 | 17.29 | 95% |
| Returns for 10 years | 61.53 | 89.26 | 69% |
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