Interact to see
Advertisement
Advertisement
JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JVMRX vs SPVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. SPVZX 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 SPVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. SPVZX (188M). SPVZX pays higher dividends than JVMRX: SPVZX (1.16) vs JVMRX (0.81). JVMRX was incepted earlier than SPVZX: JVMRX (15 years) vs SPVZX (21 years). SPVZX (1.00) is less costly to investors than JVMRX (0.75). SPVZX is a more actively managed with annual turnover of: 111.00 vs. JVMRX (48.00). SPVZX has a lower initial minimum investment than JVMRX: SPVZX (0) vs JVMRX (1000000). SPVZX annual gain was more profitable for investors over the last year : 33.81 vs. JVMRX (8.50). SPVZX return over 5 years is better than : 62.27 vs. JVMRX (14.18).
| JVMRX | SPVZX | JVMRX / SPVZX | |
| Total Expense Ratio | 0.74 | 0.88 | 84% |
| Annual Report Gross Expense Ratio | 0.75 | 1.00 | 75% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 8.922 | 17.858 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 188M | 12,181% |
| Annual Yield % from dividends | 0.81 | 1.16 | 69% |
| Returns for 1 year | 8.50 | 33.81 | 25% |
| Returns for 3 years | 17.35 | 58.10 | 30% |
| Returns for 5 years | 14.18 | 62.27 | 23% |
| Returns for 10 years | 60.22 | 98.83 | 61% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MAYP | 32.43 | 0.21 | +0.66% |
| PGIM S&P 500 Buffer 12 ETF - May | |||
| SCNM | 25.11 | 0.11 | +0.42% |
| Sterling Capital National Muncpl Bd ETF | |||
| XFEB | 37.33 | 0.14 | +0.38% |
| FT Vest US Eq Enh & Mod Buf ETF-Feb | |||
| BUYW | 14.49 | 0.03 | +0.21% |
| Main BuyWrite ETF | |||
| FXG | 61.45 | -0.10 | -0.17% |
| First Trust Cnsmr Staples AlphaDEX® ETF | |||