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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
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 JVMTX is a Hold and JVSIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. JVSIX (71.7M). JVMTX pays higher dividends than JVSIX: JVMTX (0.56) vs JVSIX (0.29). 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: 76.00 vs. JVMTX (48.00). 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 : 6.87 vs. JVMTX (6.05). JVSIX return over 5 years is better than : 24.09 vs. JVMTX (13.20).
| 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 | 11.703 | 10.935 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 71.7M | 32,497% |
| Annual Yield % from dividends | 0.56 | 0.29 | 192% |
| Returns for 1 year | 6.05 | 6.87 | 88% |
| Returns for 3 years | 17.28 | 23.60 | 73% |
| Returns for 5 years | 13.20 | 24.09 | 55% |
| Returns for 10 years | 56.98 | 43.88 | 130% |
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