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JVMRX vs MLPIX
JVMRX vs MLPIX Comparison
Open Charts JVMRX vs MLPIX
JVMRX vs MLPIX Comparison Chart in %
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JVMRX vs. MLPIX 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 MLPIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. MLPIX (1.91M). JVMRX pays higher dividends than MLPIX: JVMRX (0.74) vs MLPIX (0.42). JVMRX was incepted earlier than MLPIX: JVMRX (15 years) vs MLPIX (25 years). MLPIX (2.15) is less costly to investors than JVMRX (0.75). MLPIX is a more actively managed with annual turnover of: 988.00 vs. JVMRX (48.00). MLPIX has a lower initial minimum investment than JVMRX: MLPIX (15000) vs JVMRX (1000000). MLPIX annual gain was more profitable for investors over the last year : 8.76 vs. JVMRX (2.46). MLPIX return over 5 years is better than : 38.20 vs. JVMRX (16.49).
| JVMRX | MLPIX | JVMRX / MLPIX | |
| Total Expense Ratio | 0.74 | 1.78 | 42% |
| Annual Report Gross Expense Ratio | 0.75 | 2.15 | 35% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 13.256 | 8.933 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.91M | 1,213,389% |
| Annual Yield % from dividends | 0.74 | 0.42 | 175% |
| Returns for 1 year | 2.46 | 8.76 | 28% |
| Returns for 3 years | 21.93 | 38.36 | 57% |
| Returns for 5 years | 16.49 | 38.20 | 43% |
| Returns for 10 years | 61.53 | 96.35 | 64% |
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