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JVMRX vs VETAX
JVMRX vs VETAX Comparison
Open Charts JVMRX vs VETAX
JVMRX vs VETAX Comparison Chart in %
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JVMRX vs. VETAX 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 VETAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. VETAX (15.1B). VETAX pays higher dividends than JVMRX: VETAX (0.90) vs JVMRX (0.75). JVMRX was incepted earlier than VETAX: JVMRX (15 years) vs VETAX (26 years). VETAX (0.89) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. VETAX (45.00). VETAX has a lower initial minimum investment than JVMRX: VETAX (2500) vs JVMRX (1000000). VETAX annual gain was more profitable for investors over the last year : 11.91 vs. JVMRX (8.86). JVMRX return over 5 years is better than : 16.31 vs. VETAX (6.72).
| JVMRX | VETAX | JVMRX / VETAX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 0.89 | 84% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 14.348 | 14.202 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 15.1B | 156% |
| Annual Yield % from dividends | 0.75 | 0.90 | 84% |
| Returns for 1 year | 8.86 | 11.91 | 74% |
| Returns for 3 years | 19.29 | 9.61 | 201% |
| Returns for 5 years | 16.31 | 6.72 | 243% |
| Returns for 10 years | 63.73 | 66.52 | 96% |
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