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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
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.2B vs. SMVTX (1.28B). SMVTX pays higher dividends than JVMSX: SMVTX (0.67) vs JVMSX (0.34). 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 : 15.62 vs. JVMSX (10.42). JVMSX return over 5 years is better than : 19.39 vs. SMVTX (2.95).
| 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 | 17.246 | 19.387 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 1.28B | 1,892% |
| Annual Yield % from dividends | 0.34 | 0.67 | 51% |
| Returns for 1 year | 10.42 | 15.62 | 67% |
| Returns for 3 years | 25.95 | 34.07 | 76% |
| Returns for 5 years | 19.39 | 2.95 | 657% |
| Returns for 10 years | 58.93 | 16.99 | 347% |
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