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JVMTX vs MCVAX
JVMTX vs MCVAX Comparison
Open Charts JVMTX vs MCVAX
JVMTX vs MCVAX Comparison Chart in %
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JVMTX vs. MCVAX commentary
Jun 24, 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 MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. MCVAX (739M). MCVAX pays higher dividends than JVMTX: MCVAX (1.24) vs JVMTX (0.59). JVMTX was incepted earlier than MCVAX: JVMTX (13 years) vs MCVAX (12 years). MCVAX (1.18) is less costly to investors than JVMTX (1.10). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than MCVAX: JVMTX (0) vs MCVAX (1000). JVMTX annual gain was more profitable for investors over the last year : 7.80 vs. MCVAX (-6.28). JVMTX return over 5 years is better than : 10.29 vs. MCVAX (-27.38).
| JVMTX | MCVAX | JVMTX / MCVAX | |
| Total Expense Ratio | 0.99 | 1.18 | 84% |
| Annual Report Gross Expense Ratio | 1.10 | 1.18 | 93% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 8.786 | 1.722 | 510% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 739M | 3,099% |
| Annual Yield % from dividends | 0.59 | 1.24 | 47% |
| Returns for 1 year | 7.80 | -6.28 | -124% |
| Returns for 3 years | 20.97 | 0.68 | 3,089% |
| Returns for 5 years | 10.29 | -27.38 | -38% |
| Returns for 10 years | 62.20 | -6.35 | -980% |
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