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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. TRMIX (15.9B). TRMIX pays higher dividends than JVMRX: TRMIX (1.26) vs JVMRX (0.78). 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 : 21.99 vs. JVMRX (6.32). TRMIX return over 5 years is better than : 17.49 vs. JVMRX (14.37).
| 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 | 11.835 | 19.582 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 15.9B | 147% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 6.32 | 21.99 | 29% |
| Returns for 3 years | 18.15 | 27.28 | 67% |
| Returns for 5 years | 14.37 | 17.49 | 82% |
| Returns for 10 years | 59.74 | 48.76 | 123% |
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