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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.1B vs. MVTIX (788M). MVTIX pays higher dividends than JVMTX: MVTIX (1.50) vs JVMTX (0.55). 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 : 10.44 vs. MVTIX (0.01). JVMTX return over 5 years is better than : 19.64 vs. MVTIX (-19.49).
| 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 | 17.244 | 13.092 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 788M | 3,058% |
| Annual Yield % from dividends | 0.55 | 1.50 | 36% |
| Returns for 1 year | 10.44 | 0.01 | 88,270% |
| Returns for 3 years | 27.34 | 7.92 | 345% |
| Returns for 5 years | 19.64 | -19.49 | -101% |
| Returns for 10 years | 61.13 | -0.02 | -360,324% |
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