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JVMRX vs TRMIX
JVMRX vs TRMIX Comparison
Open Charts JVMRX vs TRMIX
JVMRX vs TRMIX Comparison Chart in %
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JVMRX vs. TRMIX commentary
Jun 24, 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 TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. TRMIX (16.2B). TRMIX pays higher dividends than JVMRX: TRMIX (1.31) vs JVMRX (0.81). JVMRX was incepted earlier than TRMIX: JVMRX (15 years) vs TRMIX (11 years). JVMRX (0.75) and TRMIX (0.72) have similar cost to investors . TRMIX is a more actively managed with annual turnover of: 55.30 vs. JVMRX (48.00). TRMIX has a lower initial minimum investment than JVMRX: TRMIX (500000) vs JVMRX (1000000). TRMIX annual gain was more profitable for investors over the last year : 24.80 vs. JVMRX (7.59). TRMIX return over 5 years is better than : 13.43 vs. JVMRX (10.89).
| JVMRX | TRMIX | JVMRX / TRMIX | |
| Total Expense Ratio | 0.74 | 0.72 | 103% |
| Annual Report Gross Expense Ratio | 0.75 | 0.72 | 104% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 9.250 | 18.273 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 16.2B | 141% |
| Annual Yield % from dividends | 0.81 | 1.31 | 61% |
| Returns for 1 year | 7.59 | 24.80 | 31% |
| Returns for 3 years | 22.28 | 33.41 | 67% |
| Returns for 5 years | 10.89 | 13.43 | 81% |
| Returns for 10 years | 65.64 | 56.20 | 117% |
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