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JVMRX vs TRVHX
JVMRX vs TRVHX Comparison
Open Charts JVMRX vs TRVHX
JVMRX vs TRVHX Comparison Chart in %
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JVMRX vs. TRVHX commentary
Aug 23, 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.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. TRVHX (1.68B). TRVHX pays higher dividends than JVMRX: TRVHX (1.39) vs JVMRX (0.75). 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 : 18.45 vs. JVMRX (10.74). JVMRX return over 5 years is better than : 20.84 vs. TRVHX (11.43).
| JVMRX | TRVHX | JVMRX / TRVHX | |
| Total Expense Ratio | 0.74 | 0.55 | 135% |
| Annual Report Gross Expense Ratio | 0.75 | 0.55 | 136% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 17.444 | 19.154 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.68B | 1,437% |
| Annual Yield % from dividends | 0.75 | 1.39 | 54% |
| Returns for 1 year | 10.74 | 18.45 | 58% |
| Returns for 3 years | 28.30 | 46.63 | 61% |
| Returns for 5 years | 20.84 | 11.43 | 182% |
| Returns for 10 years | 64.05 | 4.27 | 1,499% |
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