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JVMTX vs KSMIX
JVMTX vs KSMIX Comparison
Open Charts JVMTX vs KSMIX
JVMTX vs KSMIX Comparison Chart in %
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JVMTX vs. KSMIX 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 KSMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. KSMIX (24.2M). KSMIX pays higher dividends than JVMTX: KSMIX (0.89) vs JVMTX (0.55). JVMTX was incepted earlier than KSMIX: JVMTX (13 years) vs KSMIX (19 years). KSMIX (1.60) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 48.00 vs. KSMIX (17.00). JVMTX has a lower initial minimum investment than KSMIX: JVMTX (0) vs KSMIX (1000000). KSMIX annual gain was more profitable for investors over the last year : 12.73 vs. JVMTX (8.59). JVMTX return over 5 years is better than : 15.14 vs. KSMIX (-17.04).
| JVMTX | KSMIX | JVMTX / KSMIX | |
| Total Expense Ratio | 0.99 | 1.18 | 84% |
| Annual Report Gross Expense Ratio | 1.10 | 1.60 | 69% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 14.182 | 17.731 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 24.2M | 97,521% |
| Annual Yield % from dividends | 0.55 | 0.89 | 61% |
| Returns for 1 year | 8.59 | 12.73 | 67% |
| Returns for 3 years | 18.37 | 18.68 | 98% |
| Returns for 5 years | 15.14 | -17.04 | -89% |
| Returns for 10 years | 60.86 | -12.35 | -493% |
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