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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. NAMAX (3.25B). JVMRX pays higher dividends than NAMAX: JVMRX (0.78) vs NAMAX (0.67). 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 : 26.22 vs. JVMRX (6.32). NAMAX return over 5 years is better than : 37.59 vs. JVMRX (14.37).
| 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 | 11.835 | 21.186 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 3.25B | 717% |
| Annual Yield % from dividends | 0.78 | 0.67 | 116% |
| Returns for 1 year | 6.32 | 26.22 | 24% |
| Returns for 3 years | 18.15 | 44.06 | 41% |
| Returns for 5 years | 14.37 | 37.59 | 38% |
| Returns for 10 years | 59.74 | 29.29 | 204% |
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