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JVMSX vs MCVAX
JVMSX vs MCVAX Comparison
Open Charts JVMSX vs MCVAX
JVMSX vs MCVAX Comparison Chart in %
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JVMSX vs. MCVAX commentary
Jun 24, 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 MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.9B vs. MCVAX (739M). MCVAX pays higher dividends than JVMSX: MCVAX (1.24) vs JVMSX (0.36). JVMSX was incepted earlier than MCVAX: JVMSX (14 years) vs MCVAX (12 years). JVMSX (1.25) is less costly to investors than MCVAX (1.18). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than MCVAX: JVMSX (0) vs MCVAX (1000). JVMSX annual gain was more profitable for investors over the last year : 7.00 vs. MCVAX (-6.28). JVMSX return over 5 years is better than : 8.54 vs. MCVAX (-27.38).
| JVMSX | MCVAX | JVMSX / MCVAX | |
| Total Expense Ratio | 1.24 | 1.18 | 105% |
| Annual Report Gross Expense Ratio | 1.25 | 1.18 | 106% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 8.971 | 1.722 | 521% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 739M | 3,099% |
| Annual Yield % from dividends | 0.36 | 1.24 | 29% |
| Returns for 1 year | 7.00 | -6.28 | -111% |
| Returns for 3 years | 20.33 | 0.68 | 2,994% |
| Returns for 5 years | 8.54 | -27.38 | -31% |
| Returns for 10 years | 59.59 | -6.35 | -939% |
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