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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
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 MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. MCVAX (775M). MCVAX pays higher dividends than JVMTX: MCVAX (1.19) vs JVMTX (0.55). 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 : 8.59 vs. MCVAX (-1.29). JVMTX return over 5 years is better than : 15.14 vs. MCVAX (-22.58).
| 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 | 14.182 | 8.916 | 159% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.55 | 1.19 | 46% |
| Returns for 1 year | 8.59 | -1.29 | -665% |
| Returns for 3 years | 18.37 | -0.26 | -7,012% |
| Returns for 5 years | 15.14 | -22.58 | -67% |
| Returns for 10 years | 60.86 | -4.42 | -1,376% |
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