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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.1B vs. SMVZX (1.24B). 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 (0) and SMVZX (0) have matching initial minimum investment requirements. SMVZX annual gain was more profitable for investors over the last year : 12.68 vs. JVMSX (10.13). JVMSX return over 5 years is better than : 18.29 vs. SMVZX (0.45).
| 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 | 17.063 | 16.111 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.24B | 1,947% |
| Annual Yield % from dividends | 0.34 | 1.19 | 28% |
| Returns for 1 year | 10.13 | 12.68 | 80% |
| Returns for 3 years | 26.24 | 32.37 | 81% |
| Returns for 5 years | 18.29 | 0.45 | 4,082% |
| Returns for 10 years | 58.07 | 16.42 | 354% |
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