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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
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 MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. MVTRX (757M). MVTRX pays higher dividends than JVMSX: MVTRX (1.66) vs JVMSX (0.35). JVMSX was incepted earlier than MVTRX: JVMSX (14 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 : 5.76 vs. MVTRX (-5.16). JVMSX return over 5 years is better than : 11.93 vs. MVTRX (-22.39).
| JVMSX | MVTRX | JVMSX / MVTRX | |
| Total Expense Ratio | 1.24 | 0.75 | 165% |
| Annual Report Gross Expense Ratio | 1.25 | 0.75 | 167% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 11.534 | 5.556 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.35 | 1.66 | 21% |
| Returns for 1 year | 5.76 | -5.16 | -112% |
| Returns for 3 years | 16.25 | 0.20 | 8,269% |
| Returns for 5 years | 11.93 | -22.39 | -53% |
| Returns for 10 years | 53.94 | N/A | - |
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