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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 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. MVTIX (788M). 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 : 10.13 vs. MVTIX (0.01). JVMSX return over 5 years is better than : 18.29 vs. MVTIX (-19.49).
| 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 | 17.063 | 13.092 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.34 | 1.50 | 23% |
| Returns for 1 year | 10.13 | 0.01 | 85,687% |
| Returns for 3 years | 26.24 | 7.92 | 332% |
| Returns for 5 years | 18.29 | -19.49 | -94% |
| Returns for 10 years | 58.07 | -0.02 | -342,288% |
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