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JVMRX vs TCVAX
JVMRX vs TCVAX Comparison
Open Charts JVMRX vs TCVAX
JVMRX vs TCVAX Comparison Chart in %
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JVMRX vs. TCVAX commentary
Aug 25, 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: 24.1B vs. TCVAX (577M). JVMRX (0.75) and TCVAX (0.74) have matching dividends . 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 : 16.57 vs. JVMRX (8.23). TCVAX (18.06) and JVMRX (17.65) have equivalent 5 years return.
| 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 | 17.444 | 17.478 | 100% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 577M | 4,177% |
| Annual Yield % from dividends | 0.75 | 0.74 | 102% |
| Returns for 1 year | 8.23 | 16.57 | 50% |
| Returns for 3 years | 27.51 | 36.29 | 76% |
| Returns for 5 years | 17.65 | 18.06 | 98% |
| Returns for 10 years | 64.53 | 66.81 | 97% |