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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
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 MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. MCVAX (757M). MCVAX pays higher dividends than JVMSX: MCVAX (1.25) vs JVMSX (0.35). 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 : 5.76 vs. MCVAX (-5.79). JVMSX return over 5 years is better than : 11.93 vs. MCVAX (-24.46).
| 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 | 11.534 | 5.370 | 215% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.35 | 1.25 | 28% |
| Returns for 1 year | 5.76 | -5.79 | -100% |
| Returns for 3 years | 16.25 | -1.56 | -1,043% |
| Returns for 5 years | 11.93 | -24.46 | -49% |
| Returns for 10 years | 53.94 | -7.46 | -723% |
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