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JVMRX vs NAMAX
JVMRX vs NAMAX Comparison
Open Charts JVMRX vs NAMAX
JVMRX vs NAMAX Comparison Chart in %
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JVMRX vs. NAMAX commentary
Jun 21, 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 NAMAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. NAMAX (3.19B). JVMRX pays higher dividends than NAMAX: JVMRX (0.81) vs NAMAX (0.66). JVMRX was incepted earlier than NAMAX: JVMRX (15 years) vs NAMAX (25 years). NAMAX (0.88) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. NAMAX (15.00). NAMAX has a lower initial minimum investment than JVMRX: NAMAX (2000) vs JVMRX (1000000). NAMAX annual gain was more profitable for investors over the last year : 29.79 vs. JVMRX (8.50). NAMAX return over 5 years is better than : 37.84 vs. JVMRX (14.18).
| JVMRX | NAMAX | JVMRX / NAMAX | |
| Total Expense Ratio | 0.74 | 0.88 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 0.88 | 85% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 8.922 | 18.786 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 3.19B | 717% |
| Annual Yield % from dividends | 0.81 | 0.66 | 123% |
| Returns for 1 year | 8.50 | 29.79 | 29% |
| Returns for 3 years | 17.35 | 42.89 | 40% |
| Returns for 5 years | 14.18 | 37.84 | 37% |
| Returns for 10 years | 60.22 | 30.13 | 200% |
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