Interact to see
Advertisement
Advertisement
JVMSX vs MVTRX
JVMSX vs MVTRX Comparison
Open Charts JVMSX vs MVTRX
JVMSX vs MVTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. MVTRX 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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.7B vs. MVTRX (790M). MVTRX pays higher dividends than JVMSX: MVTRX (1.65) vs JVMSX (0.36). 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 (49.00). JVMSX (0) and MVTRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 6.55 vs. MVTRX (-0.92). JVMSX return over 5 years is better than : 3.55 vs. MVTRX (-25.50).
| 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 | 6.957 | 5.060 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.7B | 790M | 2,873% |
| Annual Yield % from dividends | 0.36 | 1.65 | 22% |
| Returns for 1 year | 6.55 | -0.92 | -715% |
| Returns for 3 years | 19.63 | 6.25 | 314% |
| Returns for 5 years | 3.55 | -25.50 | -14% |
| Returns for 10 years | 50.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement