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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 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: 24.1B vs. SMVZX (1.24B). 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 (0) and SMVZX (0) have matching initial minimum investment requirements. SMVZX annual gain was more profitable for investors over the last year : 12.68 vs. JVMTX (10.44). JVMTX return over 5 years is better than : 19.64 vs. SMVZX (0.45).
| 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 | 17.244 | 16.111 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 1.24B | 1,947% |
| Annual Yield % from dividends | 0.55 | 1.19 | 46% |
| Returns for 1 year | 10.44 | 12.68 | 82% |
| Returns for 3 years | 27.34 | 32.37 | 84% |
| Returns for 5 years | 19.64 | 0.45 | 4,382% |
| Returns for 10 years | 61.13 | 16.42 | 372% |
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