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JVMRX vs MDRFX
JVMRX vs MDRFX Comparison
Open Charts JVMRX vs MDRFX
JVMRX vs MDRFX Comparison Chart in %
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JVMRX vs. MDRFX commentary
Aug 03, 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 MDRFX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. MDRFX (1.12B). MDRFX pays higher dividends than JVMRX: MDRFX (1.28) vs JVMRX (0.75). JVMRX was incepted earlier than MDRFX: JVMRX (15 years) vs MDRFX (32 years). MDRFX (1.09) is less costly to investors than JVMRX (0.75). MDRFX is a more actively managed with annual turnover of: 75.00 vs. JVMRX (48.00). MDRFX has a lower initial minimum investment than JVMRX: MDRFX (1000) vs JVMRX (1000000). MDRFX annual gain was more profitable for investors over the last year : 12.76 vs. JVMRX (8.86). MDRFX return over 5 years is better than : 17.94 vs. JVMRX (16.31).
| JVMRX | MDRFX | JVMRX / MDRFX | |
| Total Expense Ratio | 0.74 | 1.00 | 74% |
| Annual Report Gross Expense Ratio | 0.75 | 1.09 | 69% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 14.348 | 14.016 | 102% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.12B | 2,111% |
| Annual Yield % from dividends | 0.75 | 1.28 | 59% |
| Returns for 1 year | 8.86 | 12.76 | 69% |
| Returns for 3 years | 19.29 | 18.06 | 107% |
| Returns for 5 years | 16.31 | 17.94 | 91% |
| Returns for 10 years | 63.73 | 43.10 | 148% |
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