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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
Sep 13, 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: 23.2B vs. MVTRX (752M). MVTRX pays higher dividends than JVMTX: MVTRX (1.54) vs JVMTX (0.54). 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 : 2.20 vs. MVTRX (-6.34). JVMTX return over 5 years is better than : 15.32 vs. MVTRX (-21.06).
| 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 | 13.051 | 8.631 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 752M | 3,085% |
| Annual Yield % from dividends | 0.54 | 1.54 | 35% |
| Returns for 1 year | 2.20 | -6.34 | -35% |
| Returns for 3 years | 21.01 | 4.05 | 518% |
| Returns for 5 years | 15.32 | -21.06 | -73% |
| Returns for 10 years | 58.64 | -1.25 | -4,673% |
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