JVMRX
Price
$30.74
Change
+$0.03 (+0.10%)
Updated
Jul 13 closing price
Net Assets
23.28B
TRVHX
Price
$21.48
Change
-$0.08 (-0.37%)
Updated
Jul 13 closing price
Net Assets
1.69B
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JVMRX vs TRVHX

JVMRX vs TRVHX Comparison Chart in %
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JVMRX vs. TRVHX 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 TRVHX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. TRVHX (1.69B). TRVHX pays higher dividends than JVMRX: TRVHX (1.38) vs JVMRX (0.78). JVMRX was incepted earlier than TRVHX: JVMRX (15 years) vs TRVHX (11 years). JVMRX (0.75) is less costly to investors than TRVHX (0.55). JVMRX is a more actively managed with annual turnover of: 48.00 vs. TRVHX (28.00). TRVHX has a lower initial minimum investment than JVMRX: TRVHX (100000) vs JVMRX (1000000). TRVHX annual gain was more profitable for investors over the last year : 19.86 vs. JVMRX (6.32). JVMRX return over 5 years is better than : 14.37 vs. TRVHX (13.65).
JVMRXTRVHXJVMRX / TRVHX
Total Expense Ratio0.740.55135%
Annual Report Gross Expense Ratio0.750.55136%
Fund Existence15 years11 years-
Gain YTD11.83520.04559%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.3B1.69B1,375%
Annual Yield % from dividends0.781.3856%
Returns for 1 year6.3219.8632%
Returns for 3 years18.1543.8741%
Returns for 5 years14.3713.65105%
Returns for 10 years59.747.03850%
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