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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
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 JVSIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. JVSIX (71.7M). JVMTX pays higher dividends than JVSIX: JVMTX (0.55) 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). JVMTX annual gain was more profitable for investors over the last year : 8.59 vs. JVSIX (7.95). JVSIX return over 5 years is better than : 23.01 vs. JVMTX (15.14).
| 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 | 14.182 | 11.067 | 128% |
| Front Load | N/A | N/A | - |
| 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 | 0.29 | 187% |
| Returns for 1 year | 8.59 | 7.95 | 108% |
| Returns for 3 years | 18.37 | 21.90 | 84% |
| Returns for 5 years | 15.14 | 23.01 | 66% |
| Returns for 10 years | 60.86 | 44.39 | 137% |
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