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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
Sep 13, 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 Buy and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. MVTIX (752M). MVTIX pays higher dividends than JVMSX: MVTIX (1.46) vs JVMSX (0.34). JVMSX was incepted earlier than MVTIX: JVMSX (15 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 : 1.90 vs. MVTIX (-6.61). JVMSX return over 5 years is better than : 14.00 vs. MVTIX (-21.91).
| JVMSX | MVTIX | JVMSX / MVTIX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 0.85 | 147% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 12.852 | 8.560 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.34 | 1.46 | 23% |
| Returns for 1 year | 1.90 | -6.61 | -29% |
| Returns for 3 years | 19.98 | 3.40 | 587% |
| Returns for 5 years | 14.00 | -21.91 | -64% |
| Returns for 10 years | 55.68 | -2.89 | -1,928% |
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