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JVMSX vs JVMTX
JVMSX vs JVMTX Comparison
Open Charts JVMSX vs JVMTX
JVMSX vs JVMTX Comparison Chart in %
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JVMSX vs. JVMTX 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 JVMSX is a Hold and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX (23.3B) and JVMTX (23.3B) have equal amount of cash in the bank . JVMTX pays higher dividends than JVMSX: JVMTX (0.56) vs JVMSX (0.35). JVMSX was incepted earlier than JVMTX: JVMSX (14 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 (6.05) and JVMSX (5.76) have marching annual gain over last year. JVMTX return over 5 years is better than : 13.20 vs. JVMSX (11.93).
| JVMSX | JVMTX | JVMSX / JVMTX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.25 | 1.10 | 114% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 11.534 | 11.703 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 23.3B | 100% |
| Annual Yield % from dividends | 0.35 | 0.56 | 62% |
| Returns for 1 year | 5.76 | 6.05 | 95% |
| Returns for 3 years | 16.25 | 17.28 | 94% |
| Returns for 5 years | 11.93 | 13.20 | 90% |
| Returns for 10 years | 53.94 | 56.98 | 95% |
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