Interact to see
Advertisement
Advertisement
JVMSX vs SMVTX
JVMSX vs SMVTX Comparison
Open Charts JVMSX vs SMVTX
JVMSX vs SMVTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. SMVTX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.8B vs. SMVTX (1.22B). SMVTX pays higher dividends than JVMSX: SMVTX (0.67) vs JVMSX (0.34). JVMSX was incepted earlier than SMVTX: JVMSX (15 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 : 9.36 vs. JVMSX (5.83). JVMSX return over 5 years is better than : 16.23 vs. SMVTX (-3.37).
| JVMSX | SMVTX | JVMSX / SMVTX | |
| Total Expense Ratio | 1.24 | 0.99 | 125% |
| Annual Report Gross Expense Ratio | 1.25 | 1.04 | 120% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 15.855 | 14.907 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 1.22B | 1,956% |
| Annual Yield % from dividends | 0.34 | 0.67 | 50% |
| Returns for 1 year | 5.83 | 9.36 | 62% |
| Returns for 3 years | 23.31 | 29.62 | 79% |
| Returns for 5 years | 16.23 | -3.37 | -482% |
| Returns for 10 years | 59.04 | 14.82 | 398% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers