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JVMTX vs SMVZX
JVMTX vs SMVZX Comparison
Open Charts JVMTX vs SMVZX
JVMTX vs SMVZX Comparison Chart in %
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JVMTX vs. SMVZX commentary
Aug 03, 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 SMVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.6B vs. SMVZX (1.25B). SMVZX pays higher dividends than JVMTX: SMVZX (1.19) vs JVMTX (0.55). JVMTX was incepted earlier than SMVZX: JVMTX (13 years) vs SMVZX (12 years). JVMTX (1.10) is less costly to investors than SMVZX (0.90). SMVZX is a more actively managed with annual turnover of: 192.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than SMVZX: JVMTX (0) vs SMVZX (2500000). SMVZX annual gain was more profitable for investors over the last year : 10.70 vs. JVMTX (8.59). JVMTX return over 5 years is better than : 15.14 vs. SMVZX (-2.42).
| JVMTX | SMVZX | JVMTX / SMVZX | |
| Total Expense Ratio | 0.99 | 0.79 | 125% |
| Annual Report Gross Expense Ratio | 1.10 | 0.90 | 122% |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 14.182 | 13.711 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 1.25B | 1,894% |
| Annual Yield % from dividends | 0.55 | 1.19 | 46% |
| Returns for 1 year | 8.59 | 10.70 | 80% |
| Returns for 3 years | 18.37 | 23.79 | 77% |
| Returns for 5 years | 15.14 | -2.42 | -625% |
| Returns for 10 years | 60.86 | 19.15 | 318% |
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