Interact to see
Advertisement
Advertisement
JVMRX vs TCVAX
JVMRX vs TCVAX Comparison
Open Charts JVMRX vs TCVAX
JVMRX vs TCVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. TCVAX commentary
Jun 26, 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 TCVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23B vs. TCVAX (569M). JVMRX pays higher dividends than TCVAX: JVMRX (0.81) vs TCVAX (0.75). JVMRX was incepted earlier than TCVAX: JVMRX (15 years) vs TCVAX (17 years). TCVAX (1.36) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. TCVAX (32.00). TCVAX has a lower initial minimum investment than JVMRX: TCVAX (2500) vs JVMRX (1000000). TCVAX annual gain was more profitable for investors over the last year : 21.62 vs. JVMRX (8.32). TCVAX return over 5 years is better than : 16.65 vs. JVMRX (10.45).
| JVMRX | TCVAX | JVMRX / TCVAX | |
| Total Expense Ratio | 0.74 | 1.17 | 63% |
| Annual Report Gross Expense Ratio | 0.75 | 1.36 | 55% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 9.796 | 15.066 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 569M | 4,042% |
| Annual Yield % from dividends | 0.81 | 0.75 | 108% |
| Returns for 1 year | 8.32 | 21.62 | 38% |
| Returns for 3 years | 21.78 | 34.91 | 62% |
| Returns for 5 years | 10.45 | 16.65 | 63% |
| Returns for 10 years | 71.83 | 77.57 | 93% |