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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
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 MCVIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. MCVIX (17.1B). MCVIX pays higher dividends than JVMRX: MCVIX (1.34) vs JVMRX (0.81). 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 : 11.84 vs. JVMRX (8.08). MCVIX return over 5 years is better than : 16.87 vs. JVMRX (11.43).
| 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 | 8.922 | 10.356 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 17.1B | 134% |
| Annual Yield % from dividends | 0.81 | 1.34 | 60% |
| Returns for 1 year | 8.08 | 11.84 | 68% |
| Returns for 3 years | 21.91 | 25.31 | 87% |
| Returns for 5 years | 11.43 | 16.87 | 68% |
| Returns for 10 years | 65.14 | 93.41 | 70% |
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