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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
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 JVMSX is a Hold and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. MCVAX (775M). MCVAX pays higher dividends than JVMSX: MCVAX (1.19) vs JVMSX (0.34). 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 : 8.28 vs. MCVAX (-1.29). JVMSX return over 5 years is better than : 13.82 vs. MCVAX (-22.58).
| 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 | 13.988 | 8.916 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.34 | 1.19 | 29% |
| Returns for 1 year | 8.28 | -1.29 | -640% |
| Returns for 3 years | 17.35 | -0.26 | -6,623% |
| Returns for 5 years | 13.82 | -22.58 | -61% |
| Returns for 10 years | 57.71 | -4.42 | -1,304% |
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