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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
Jul 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 Hold and SMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. SMVZX (1.28B). SMVZX pays higher dividends than JVMTX: SMVZX (1.13) vs JVMTX (0.56). 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 : 16.83 vs. JVMTX (6.05). JVMTX return over 5 years is better than : 13.20 vs. SMVZX (1.25).
| 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 | 11.703 | 17.435 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 1.28B | 1,819% |
| Annual Yield % from dividends | 0.56 | 1.13 | 50% |
| Returns for 1 year | 6.05 | 16.83 | 36% |
| Returns for 3 years | 17.28 | 29.76 | 58% |
| Returns for 5 years | 13.20 | 1.25 | 1,056% |
| Returns for 10 years | 56.98 | 21.91 | 260% |
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