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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
Jul 06, 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 SMVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. SMVTX (1.28B). SMVTX pays higher dividends than JVMTX: SMVTX (0.64) vs JVMTX (0.56). 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 : 17.73 vs. JVMTX (6.48). JVMTX return over 5 years is better than : 11.51 vs. SMVTX (-0.65).
| 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 | 11.812 | 17.976 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 1.28B | 1,828% |
| Annual Yield % from dividends | 0.56 | 0.64 | 88% |
| Returns for 1 year | 6.48 | 17.73 | 37% |
| Returns for 3 years | 19.22 | 30.71 | 63% |
| Returns for 5 years | 11.51 | -0.65 | -1,767% |
| Returns for 10 years | 61.90 | 23.12 | 268% |
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