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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
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. SPVZX (190M). 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 : 28.87 vs. JVMRX (5.15). SPVZX return over 5 years is better than : 60.31 vs. JVMRX (12.46).
| 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 | 11.398 | 19.927 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 190M | 12,211% |
| Annual Yield % from dividends | 0.78 | 1.12 | 69% |
| Returns for 1 year | 5.15 | 28.87 | 18% |
| Returns for 3 years | 18.04 | 59.60 | 30% |
| Returns for 5 years | 12.46 | 60.31 | 21% |
| Returns for 10 years | 59.51 | 98.25 | 61% |
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