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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
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 MDRFX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. MDRFX (1.1B). MDRFX pays higher dividends than JVMRX: MDRFX (1.59) vs JVMRX (0.81). JVMRX was incepted earlier than MDRFX: JVMRX (15 years) vs MDRFX (31 years). MDRFX (1.09) is less costly to investors than JVMRX (0.75). MDRFX is a more actively managed with annual turnover of: 62.00 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 : 13.00 vs. JVMRX (8.08). JVMRX (11.43) and MDRFX (10.91) have equivalent 5 years return.
| 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 | 31 years | - |
| Gain YTD | 8.922 | 12.494 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.1B | 2,076% |
| Annual Yield % from dividends | 0.81 | 1.59 | 51% |
| Returns for 1 year | 8.08 | 13.00 | 62% |
| Returns for 3 years | 21.91 | 23.53 | 93% |
| Returns for 5 years | 11.43 | 10.91 | 105% |
| Returns for 10 years | 65.14 | 48.32 | 135% |
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