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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
Sep 12, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. JVSIX (69.7M). JVMTX pays higher dividends than JVSIX: JVMTX (0.54) vs JVSIX (0.30). JVMTX was incepted earlier than JVSIX: JVMTX (13 years) vs JVSIX (15 years). JVSIX (1.29) is less costly to investors than JVMTX (1.10). JVSIX is a more actively managed with annual turnover of: 54.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than JVSIX: JVMTX (0) vs JVSIX (2500). JVMTX annual gain was more profitable for investors over the last year : 2.20 vs. JVSIX (-1.53). JVSIX return over 5 years is better than : 23.94 vs. JVMTX (15.32).
| 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 | 15 years | - |
| Gain YTD | 13.051 | 8.103 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 69.7M | 33,286% |
| Annual Yield % from dividends | 0.54 | 0.30 | 181% |
| Returns for 1 year | 2.20 | -1.53 | -144% |
| Returns for 3 years | 21.01 | 24.95 | 84% |
| Returns for 5 years | 15.32 | 23.94 | 64% |
| Returns for 10 years | 58.64 | 39.75 | 148% |
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