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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 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 MVTIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. MVTIX (775M). 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 : 8.59 vs. MVTIX (-0.95). JVMTX return over 5 years is better than : 15.14 vs. MVTIX (-21.28).
| 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 | 14.182 | 9.063 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 775M | 3,045% |
| Annual Yield % from dividends | 0.55 | 1.50 | 36% |
| Returns for 1 year | 8.59 | -0.95 | -908% |
| Returns for 3 years | 18.37 | 0.90 | 2,033% |
| Returns for 5 years | 15.14 | -21.28 | -71% |
| Returns for 10 years | 60.86 | -1.94 | -3,137% |
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