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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 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.1B vs. MCVAX (788M). 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 : 10.44 vs. MCVAX (-0.42). JVMTX return over 5 years is better than : 19.64 vs. MCVAX (-20.82).
| 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 | 17.244 | 12.867 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.55 | 1.19 | 46% |
| Returns for 1 year | 10.44 | -0.42 | -2,486% |
| Returns for 3 years | 27.34 | 6.62 | 413% |
| Returns for 5 years | 19.64 | -20.82 | -94% |
| Returns for 10 years | 61.13 | -2.62 | -2,335% |
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