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JVMTX vs JVSIX
JVMTX vs JVSIX Comparison
Open Charts JVMTX vs JVSIX
JVMTX vs JVSIX Comparison Chart in %
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JVMTX vs. JVSIX commentary
Jun 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 Buy and JVSIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. JVSIX (76.3M). JVMTX pays higher dividends than JVSIX: JVMTX (0.59) vs JVSIX (0.30). JVMTX was incepted earlier than JVSIX: JVMTX (13 years) vs JVSIX (14 years). JVSIX (1.29) is less costly to investors than JVMTX (1.10). JVSIX is a more actively managed with annual turnover of: 76.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than JVSIX: JVMTX (0) vs JVSIX (2500). JVSIX annual gain was more profitable for investors over the last year : 19.00 vs. JVMTX (6.89). JVSIX return over 5 years is better than : 18.55 vs. JVMTX (4.06).
| JVMTX | JVSIX | JVMTX / JVSIX | |
| Total Expense Ratio | 0.99 | 1.01 | 98% |
| Annual Report Gross Expense Ratio | 1.10 | 1.29 | 85% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 6.125 | 12.121 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 76.3M | 29,489% |
| Annual Yield % from dividends | 0.59 | 0.30 | 197% |
| Returns for 1 year | 6.89 | 19.00 | 36% |
| Returns for 3 years | 19.63 | 32.67 | 60% |
| Returns for 5 years | 4.06 | 18.55 | 22% |
| Returns for 10 years | 52.13 | 47.42 | 110% |
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