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JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JVMSX vs MVTIX Comparison Chart in %
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JVMSX vs. MVTIX 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. MVTIX (775M). MVTIX pays higher dividends than JVMSX: MVTIX (1.50) vs JVMSX (0.34). JVMSX was incepted earlier than MVTIX: JVMSX (14 years) vs MVTIX (12 years). JVMSX (1.25) is less costly to investors than MVTIX (0.85). MVTIX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than MVTIX: JVMSX (0) vs MVTIX (1000000). JVMSX annual gain was more profitable for investors over the last year : 8.28 vs. MVTIX (-0.95). JVMSX return over 5 years is better than : 13.82 vs. MVTIX (-21.28).
| JVMSX | MVTIX | JVMSX / MVTIX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 0.85 | 147% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 13.988 | 9.063 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.34 | 1.50 | 23% |
| Returns for 1 year | 8.28 | -0.95 | -875% |
| Returns for 3 years | 17.35 | 0.90 | 1,920% |
| Returns for 5 years | 13.82 | -21.28 | -65% |
| Returns for 10 years | 57.71 | -1.94 | -2,975% |
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