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JVMTX vs MVTRX
JVMTX vs MVTRX Comparison
Open Charts JVMTX vs MVTRX
JVMTX vs MVTRX Comparison Chart in %
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JVMTX vs. MVTRX commentary
Jun 04, 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 MVTRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. MVTRX (790M). MVTRX pays higher dividends than JVMTX: MVTRX (1.65) vs JVMTX (0.59). JVMTX was incepted earlier than MVTRX: JVMTX (13 years) vs MVTRX (10 years). JVMTX (1.10) is less costly to investors than MVTRX (0.75). MVTRX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). JVMTX (0) and MVTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 6.89 vs. MVTRX (-0.92). JVMTX return over 5 years is better than : 4.06 vs. MVTRX (-25.50).
| JVMTX | MVTRX | JVMTX / MVTRX | |
| Total Expense Ratio | 0.99 | 0.75 | 132% |
| Annual Report Gross Expense Ratio | 1.10 | 0.75 | 147% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 6.125 | 5.060 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 790M | 2,848% |
| Annual Yield % from dividends | 0.59 | 1.65 | 36% |
| Returns for 1 year | 6.89 | -0.92 | -752% |
| Returns for 3 years | 19.63 | 6.25 | 314% |
| Returns for 5 years | 4.06 | -25.50 | -16% |
| Returns for 10 years | 52.13 | N/A | - |
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