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JVMTX vs JVSAX
JVMTX vs JVSAX Comparison
Open Charts JVMTX vs JVSAX
JVMTX vs JVSAX Comparison Chart in %
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JVMTX vs. JVSAX 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 JVMTX is a Hold and JVSAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. JVSAX (71.7M). JVMTX pays higher dividends than JVSAX: JVMTX (0.55) vs JVSAX (0.07). JVMTX was incepted earlier than JVSAX: JVMTX (13 years) vs JVSAX (15 years). JVSAX (1.63) is less costly to investors than JVMTX (1.10). JVSAX is a more actively managed with annual turnover of: 76.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than JVSAX: JVMTX (0) vs JVSAX (2500). JVMTX annual gain was more profitable for investors over the last year : 8.59 vs. JVSAX (7.51). JVSAX return over 5 years is better than : 20.97 vs. JVMTX (15.14).
| JVMTX | JVSAX | JVMTX / JVSAX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.10 | 1.63 | 67% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 14.182 | 10.887 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 71.7M | 32,915% |
| Annual Yield % from dividends | 0.55 | 0.07 | 733% |
| Returns for 1 year | 8.59 | 7.51 | 114% |
| Returns for 3 years | 18.37 | 20.57 | 89% |
| Returns for 5 years | 15.14 | 20.97 | 72% |
| Returns for 10 years | 60.86 | 39.90 | 153% |
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