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JVMRX vs SDVRX
JVMRX vs SDVRX Comparison
Open Charts JVMRX vs SDVRX
JVMRX vs SDVRX Comparison Chart in %
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JVMRX vs. SDVRX 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 SDVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. SDVRX (190M). JVMRX pays higher dividends than SDVRX: JVMRX (0.78) vs SDVRX (0.69). JVMRX was incepted earlier than SDVRX: JVMRX (15 years) vs SDVRX (12 years). SDVRX (6.37) is less costly to investors than JVMRX (0.75). SDVRX is a more actively managed with annual turnover of: 111.00 vs. JVMRX (48.00). SDVRX has a lower initial minimum investment than JVMRX: SDVRX (0) vs JVMRX (1000000). SDVRX annual gain was more profitable for investors over the last year : 29.68 vs. JVMRX (6.32). SDVRX return over 5 years is better than : 59.84 vs. JVMRX (14.37).
| JVMRX | SDVRX | JVMRX / SDVRX | |
| Total Expense Ratio | 0.74 | 1.45 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 6.37 | 12% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 11.835 | 19.920 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 190M | 12,263% |
| Annual Yield % from dividends | 0.78 | 0.69 | 113% |
| Returns for 1 year | 6.32 | 29.68 | 21% |
| Returns for 3 years | 18.15 | 57.81 | 31% |
| Returns for 5 years | 14.37 | 59.84 | 24% |
| Returns for 10 years | 59.74 | 88.50 | 68% |
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