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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
Sep 12, 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 Buy and MVTIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. MVTIX (752M). MVTIX pays higher dividends than JVMTX: MVTIX (1.46) vs JVMTX (0.54). 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 : 2.20 vs. MVTIX (-6.61). JVMTX return over 5 years is better than : 15.32 vs. MVTIX (-21.91).
| 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 | 13.051 | 8.560 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.54 | 1.46 | 37% |
| Returns for 1 year | 2.20 | -6.61 | -33% |
| Returns for 3 years | 21.01 | 3.40 | 618% |
| Returns for 5 years | 15.32 | -21.91 | -70% |
| Returns for 10 years | 58.64 | -2.89 | -2,031% |
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