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JVMTX vs SMVTX
JVMTX vs SMVTX Comparison
Open Charts JVMTX vs SMVTX
JVMTX vs SMVTX Comparison Chart in %
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JVMTX vs. SMVTX commentary
Jun 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 Buy and SMVTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. SMVTX (1.31B). JVMTX pays higher dividends than SMVTX: JVMTX (0.59) vs SMVTX (0.52). JVMTX was incepted earlier than SMVTX: JVMTX (13 years) vs SMVTX (25 years). JVMTX (1.10) is less costly to investors than SMVTX (1.04). SMVTX is a more actively managed with annual turnover of: 192.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than SMVTX: JVMTX (0) vs SMVTX (100000). SMVTX annual gain was more profitable for investors over the last year : 22.71 vs. JVMTX (8.95). JVMTX return over 5 years is better than : 8.26 vs. SMVTX (2.42).
| JVMTX | SMVTX | JVMTX / SMVTX | |
| Total Expense Ratio | 0.99 | 0.99 | 100% |
| Annual Report Gross Expense Ratio | 1.10 | 1.04 | 106% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 10.098 | 21.458 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 1.31B | 1,774% |
| Annual Yield % from dividends | 0.59 | 0.52 | 114% |
| Returns for 1 year | 8.95 | 22.71 | 39% |
| Returns for 3 years | 20.42 | 37.89 | 54% |
| Returns for 5 years | 8.26 | 2.42 | 342% |
| Returns for 10 years | 61.13 | 27.36 | 223% |
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