JVMSX
Price
$31.09
Change
+$0.27 (+0.88%)
Updated
Sep 11 closing price
Net Assets
23.18B
JVMTX
Price
$31.28
Change
+$0.27 (+0.87%)
Updated
Sep 11 closing price
Net Assets
23.18B
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JVMSX vs JVMTX

JVMSX vs JVMTX Comparison Chart in %
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JVMSX vs. JVMTX commentary
Sep 12, 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 JVMSX is a Buy and JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX (23.2B) and JVMTX (23.2B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMSX: JVMTX (0.54) vs JVMSX (0.34). JVMSX was incepted earlier than JVMTX: JVMSX (15 years) vs JVMTX (13 years). JVMSX (1.25) is less costly to investors than JVMTX (1.10). JVMSX (48.00) and JVMTX (48.00) have comparable annual turnover. JVMSX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 2.20 vs. JVMSX (1.90). JVMTX return over 5 years is better than : 15.32 vs. JVMSX (14.00).
JVMSXJVMTXJVMSX / JVMTX
Total Expense Ratio1.240.99125%
Annual Report Gross Expense Ratio1.251.10114%
Fund Existence15 years13 years-
Gain YTD12.85213.05198%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets23.2B23.2B100%
Annual Yield % from dividends0.340.5462%
Returns for 1 year1.902.2087%
Returns for 3 years19.9821.0195%
Returns for 5 years14.0015.3291%
Returns for 10 years55.6858.6495%
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