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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
Sep 13, 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 Buy and TRMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. TRMIX (15.1B). TRMIX pays higher dividends than JVMRX: TRMIX (1.26) vs JVMRX (0.74). 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 : 13.43 vs. JVMRX (2.46). JVMRX (16.49) and TRMIX (15.96) have equivalent 5 years return.
| 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 | 13.256 | 16.838 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 15.1B | 154% |
| Annual Yield % from dividends | 0.74 | 1.26 | 59% |
| Returns for 1 year | 2.46 | 13.43 | 18% |
| Returns for 3 years | 21.93 | 26.82 | 82% |
| Returns for 5 years | 16.49 | 15.96 | 103% |
| Returns for 10 years | 61.53 | 47.14 | 131% |
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