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JVMRX vs SPVZX
JVMRX vs SPVZX Comparison
Open Charts JVMRX vs SPVZX
JVMRX vs SPVZX Comparison Chart in %
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JVMRX vs. SPVZX commentary
Aug 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. SPVZX (195M). SPVZX pays higher dividends than JVMRX: SPVZX (1.12) vs JVMRX (0.78). 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 : 35.01 vs. JVMRX (8.79). SPVZX return over 5 years is better than : 65.95 vs. JVMRX (16.24).
| 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 | 14.275 | 23.412 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 195M | 12,103% |
| Annual Yield % from dividends | 0.78 | 1.12 | 69% |
| Returns for 1 year | 8.79 | 35.01 | 25% |
| Returns for 3 years | 19.21 | 60.19 | 32% |
| Returns for 5 years | 16.24 | 65.95 | 25% |
| Returns for 10 years | 63.63 | 105.60 | 60% |
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