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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
Jun 30, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. JVSAX (72.1M). JVMTX pays higher dividends than JVSAX: JVMTX (0.59) vs JVSAX (0.08). 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). JVSAX annual gain was more profitable for investors over the last year : 13.82 vs. JVMTX (7.49). JVSAX return over 5 years is better than : 22.93 vs. JVMTX (11.38).
| 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 | 10.536 | 13.575 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 72.1M | 32,178% |
| Annual Yield % from dividends | 0.59 | 0.08 | 775% |
| Returns for 1 year | 7.49 | 13.82 | 54% |
| Returns for 3 years | 18.09 | 26.99 | 67% |
| Returns for 5 years | 11.38 | 22.93 | 50% |
| Returns for 10 years | 60.05 | 45.64 | 132% |
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