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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. SMVZX (1.28B). SMVZX pays higher dividends than JVMSX: SMVZX (1.13) vs JVMSX (0.35). 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 : 16.83 vs. JVMSX (5.76). JVMSX return over 5 years is better than : 11.93 vs. SMVZX (1.25).
| 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 | 11.534 | 17.435 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.28B | 1,819% |
| Annual Yield % from dividends | 0.35 | 1.13 | 31% |
| Returns for 1 year | 5.76 | 16.83 | 34% |
| Returns for 3 years | 16.25 | 29.76 | 55% |
| Returns for 5 years | 11.93 | 1.25 | 954% |
| Returns for 10 years | 53.94 | 21.91 | 246% |
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