Interact to see
Advertisement
Advertisement
JVMRX vs TRVRX
JVMRX vs TRVRX Comparison
Open Charts JVMRX vs TRVRX
JVMRX vs TRVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. TRVRX commentary
Aug 03, 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 TRVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. TRVRX (1.68B). TRVRX pays higher dividends than JVMRX: TRVRX (1.29) vs JVMRX (0.75). JVMRX was incepted earlier than TRVRX: JVMRX (15 years) vs TRVRX (24 years). JVMRX (0.75) is less costly to investors than TRVRX (0.71). JVMRX is a more actively managed with annual turnover of: 48.00 vs. TRVRX (28.00). TRVRX has a lower initial minimum investment than JVMRX: TRVRX (0) vs JVMRX (1000000). TRVRX annual gain was more profitable for investors over the last year : 20.16 vs. JVMRX (8.86). JVMRX return over 5 years is better than : 16.31 vs. TRVRX (10.27).
| JVMRX | TRVRX | JVMRX / TRVRX | |
| Total Expense Ratio | 0.74 | 0.71 | 104% |
| Annual Report Gross Expense Ratio | 0.75 | 0.71 | 106% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 14.348 | 19.315 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.68B | 1,403% |
| Annual Yield % from dividends | 0.75 | 1.29 | 58% |
| Returns for 1 year | 8.86 | 20.16 | 44% |
| Returns for 3 years | 19.29 | 39.64 | 49% |
| Returns for 5 years | 16.31 | 10.27 | 159% |
| Returns for 10 years | 63.73 | 6.19 | 1,030% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers