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JVMTX vs MVTIX
JVMTX vs MVTIX Comparison
Open Charts JVMTX vs MVTIX
JVMTX vs MVTIX Comparison Chart in %
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JVMTX vs. MVTIX commentary
Jul 14, 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. MVTIX (757M). MVTIX pays higher dividends than JVMTX: MVTIX (1.57) vs JVMTX (0.56). JVMTX was incepted earlier than MVTIX: JVMTX (13 years) vs MVTIX (12 years). JVMTX (1.10) is less costly to investors than MVTIX (0.85). MVTIX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than MVTIX: JVMTX (0) vs MVTIX (1000000). JVMTX annual gain was more profitable for investors over the last year : 6.05 vs. MVTIX (-5.42). JVMTX return over 5 years is better than : 13.20 vs. MVTIX (-23.18).
| JVMTX | MVTIX | JVMTX / MVTIX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.10 | 0.85 | 129% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 11.703 | 5.539 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.56 | 1.57 | 36% |
| Returns for 1 year | 6.05 | -5.42 | -112% |
| Returns for 3 years | 17.28 | -0.40 | -4,370% |
| Returns for 5 years | 13.20 | -23.18 | -57% |
| Returns for 10 years | 56.98 | -5.03 | -1,133% |
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