Interact to see
Advertisement
Advertisement
JVMSX vs MVTIX
JVMSX vs MVTIX Comparison
Open Charts JVMSX vs MVTIX
JVMSX vs MVTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. MVTIX 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. MVTIX (757M). MVTIX pays higher dividends than JVMSX: MVTIX (1.57) vs JVMSX (0.35). 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 : 5.76 vs. MVTIX (-5.42). JVMSX return over 5 years is better than : 11.93 vs. MVTIX (-23.18).
| 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 | 11.534 | 5.539 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.35 | 1.57 | 22% |
| Returns for 1 year | 5.76 | -5.42 | -106% |
| Returns for 3 years | 16.25 | -0.40 | -4,111% |
| Returns for 5 years | 11.93 | -23.18 | -51% |
| Returns for 10 years | 53.94 | -5.03 | -1,073% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement