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JVMSX vs PZFVX
JVMSX vs PZFVX Comparison
Open Charts JVMSX vs PZFVX
JVMSX vs PZFVX Comparison Chart in %
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JVMSX vs. PZFVX 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 PZFVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. PZFVX (523M). PZFVX pays higher dividends than JVMSX: PZFVX (1.77) vs JVMSX (0.35). JVMSX was incepted earlier than PZFVX: JVMSX (14 years) vs PZFVX (30 years). JVMSX (1.25) is less costly to investors than PZFVX (1.12). JVMSX is a more actively managed with annual turnover of: 48.00 vs. PZFVX (13.00). JVMSX has a lower initial minimum investment than PZFVX: JVMSX (0) vs PZFVX (1000). JVMSX annual gain was more profitable for investors over the last year : 5.76 vs. PZFVX (-13.97). JVMSX return over 5 years is better than : 11.93 vs. PZFVX (-39.63).
| JVMSX | PZFVX | JVMSX / PZFVX | |
| Total Expense Ratio | 1.24 | 1.11 | 112% |
| Annual Report Gross Expense Ratio | 1.25 | 1.12 | 112% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 11.534 | 9.391 | 123% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 523M | 4,455% |
| Annual Yield % from dividends | 0.35 | 1.77 | 20% |
| Returns for 1 year | 5.76 | -13.97 | -41% |
| Returns for 3 years | 16.25 | -35.15 | -46% |
| Returns for 5 years | 11.93 | -39.63 | -30% |
| Returns for 10 years | 53.94 | -5.21 | -1,036% |
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