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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. SDVRX (198M). JVMRX pays higher dividends than SDVRX: JVMRX (0.75) vs SDVRX (0.67). 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 : 34.15 vs. JVMRX (10.74). SDVRX return over 5 years is better than : 64.21 vs. JVMRX (20.84).
| 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 | 17.444 | 25.601 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 198M | 12,172% |
| Annual Yield % from dividends | 0.75 | 0.67 | 113% |
| Returns for 1 year | 10.74 | 34.15 | 31% |
| Returns for 3 years | 28.30 | 70.66 | 40% |
| Returns for 5 years | 20.84 | 64.21 | 32% |
| Returns for 10 years | 64.05 | 94.82 | 68% |
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