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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
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 MVTRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. MVTRX (757M). MVTRX pays higher dividends than JVMTX: MVTRX (1.66) vs JVMTX (0.56). 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 (48.00). JVMTX (0) and MVTRX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 6.05 vs. MVTRX (-5.16). JVMTX return over 5 years is better than : 13.20 vs. MVTRX (-22.39).
| 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 | 11.703 | 5.556 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.56 | 1.66 | 34% |
| Returns for 1 year | 6.05 | -5.16 | -117% |
| Returns for 3 years | 17.28 | 0.20 | 8,789% |
| Returns for 5 years | 13.20 | -22.39 | -59% |
| Returns for 10 years | 56.98 | N/A | - |
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