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JVMSX vs SMVZX
JVMSX vs SMVZX Comparison
Open Charts JVMSX vs SMVZX
JVMSX vs SMVZX Comparison Chart in %
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JVMSX vs. SMVZX commentary
Aug 03, 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 SMVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. SMVZX (1.25B). SMVZX pays higher dividends than JVMSX: SMVZX (1.19) vs JVMSX (0.34). JVMSX was incepted earlier than SMVZX: JVMSX (14 years) vs SMVZX (12 years). JVMSX (1.25) is less costly to investors than SMVZX (0.90). SMVZX is a more actively managed with annual turnover of: 192.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than SMVZX: JVMSX (0) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 10.70 vs. JVMSX (8.28). JVMSX return over 5 years is better than : 13.82 vs. SMVZX (-2.42).
| JVMSX | SMVZX | JVMSX / SMVZX | |
| Total Expense Ratio | 1.24 | 0.79 | 157% |
| Annual Report Gross Expense Ratio | 1.25 | 0.90 | 139% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 13.988 | 13.711 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.25B | 1,894% |
| Annual Yield % from dividends | 0.34 | 1.19 | 28% |
| Returns for 1 year | 8.28 | 10.70 | 77% |
| Returns for 3 years | 17.35 | 23.79 | 73% |
| Returns for 5 years | 13.82 | -2.42 | -571% |
| Returns for 10 years | 57.71 | 19.15 | 301% |
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