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JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
JVMSX vs SMVTX Comparison Chart in %
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JVMSX vs. SMVTX commentary
Jul 06, 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 SMVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. SMVTX (1.28B). SMVTX pays higher dividends than JVMSX: SMVTX (0.64) vs JVMSX (0.35). JVMSX was incepted earlier than SMVTX: JVMSX (14 years) vs SMVTX (25 years). JVMSX (1.25) is less costly to investors than SMVTX (1.04). SMVTX is a more actively managed with annual turnover of: 192.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than SMVTX: JVMSX (0) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 17.73 vs. JVMSX (6.20). JVMSX return over 5 years is better than : 10.28 vs. SMVTX (-0.65).
| JVMSX | SMVTX | JVMSX / SMVTX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.25 | 1.04 | 120% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 11.681 | 17.976 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.28B | 1,828% |
| Annual Yield % from dividends | 0.35 | 0.64 | 55% |
| Returns for 1 year | 6.20 | 17.73 | 35% |
| Returns for 3 years | 18.23 | 30.71 | 59% |
| Returns for 5 years | 10.28 | -0.65 | -1,579% |
| Returns for 10 years | 58.83 | 23.12 | 254% |
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