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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
Jun 04, 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: 22.5B vs. MVTIX (790M). MVTIX pays higher dividends than JVMSX: MVTIX (1.56) vs JVMSX (0.36). 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 (49.00). 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 : 6.60 vs. MVTIX (-1.23). JVMSX return over 5 years is better than : 2.88 vs. MVTIX (-26.29).
| 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 | 6.005 | 5.035 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.36 | 1.56 | 23% |
| Returns for 1 year | 6.60 | -1.23 | -539% |
| Returns for 3 years | 18.57 | 5.59 | 332% |
| Returns for 5 years | 2.88 | -26.29 | -11% |
| Returns for 10 years | 49.24 | -3.34 | -1,472% |
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