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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
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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. MVTRX (788M). MVTRX pays higher dividends than JVMSX: MVTRX (1.59) vs JVMSX (0.34). 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 : 10.13 vs. MVTRX (0.30). JVMSX return over 5 years is better than : 18.29 vs. MVTRX (-18.58).
| 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 | 17.063 | 13.194 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.34 | 1.59 | 21% |
| Returns for 1 year | 10.13 | 0.30 | 3,409% |
| Returns for 3 years | 26.24 | 8.62 | 304% |
| Returns for 5 years | 18.29 | -18.58 | -98% |
| Returns for 10 years | 58.07 | 1.61 | 3,615% |
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