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JVMSX vs MVTRX
JVMSX vs MVTRX Comparison
Open Charts JVMSX vs MVTRX
JVMSX vs MVTRX Comparison Chart in %
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JVMSX vs. MVTRX 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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.2B vs. MVTRX (752M). MVTRX pays higher dividends than JVMSX: MVTRX (1.54) vs JVMSX (0.34). JVMSX was incepted earlier than MVTRX: JVMSX (15 years) vs MVTRX (10 years). JVMSX (1.25) is less costly to investors than MVTRX (0.75). MVTRX is a more actively managed with annual turnover of: 59.00 vs. JVMSX (48.00). JVMSX (0) and MVTRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 1.90 vs. MVTRX (-6.34). JVMSX return over 5 years is better than : 14.00 vs. MVTRX (-21.06).
| JVMSX | MVTRX | JVMSX / MVTRX | |
| Total Expense Ratio | 1.24 | 0.75 | 165% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 12.852 | 8.631 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.34 | 1.54 | 22% |
| Returns for 1 year | 1.90 | -6.34 | -30% |
| Returns for 3 years | 19.98 | 4.05 | 493% |
| Returns for 5 years | 14.00 | -21.06 | -66% |
| Returns for 10 years | 55.68 | -1.25 | -4,437% |
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