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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. SMVZX (1.35B). SMVZX pays higher dividends than JVMTX: SMVZX (1.01) vs JVMTX (0.59). 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 : 26.06 vs. JVMTX (7.80). JVMTX return over 5 years is better than : 10.29 vs. SMVZX (4.24).
| 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 | 8.786 | 20.332 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 1.35B | 1,701% |
| Annual Yield % from dividends | 0.59 | 1.01 | 58% |
| Returns for 1 year | 7.80 | 26.06 | 30% |
| Returns for 3 years | 20.97 | 39.72 | 53% |
| Returns for 5 years | 10.29 | 4.24 | 243% |
| Returns for 10 years | 62.20 | 31.92 | 195% |
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