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JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JVMTX vs SVUIX Comparison Chart in %
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JVMTX vs. SVUIX commentary
Sep 13, 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 Buy and SVUIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.2B vs. SVUIX (286M). SVUIX pays higher dividends than JVMTX: SVUIX (0.70) vs JVMTX (0.54). JVMTX was incepted earlier than SVUIX: JVMTX (13 years) vs SVUIX (18 years). JVMTX (1.10) is less costly to investors than SVUIX (0.99). SVUIX is a more actively managed with annual turnover of: 63.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than SVUIX: JVMTX (0) vs SVUIX (2000000). JVMTX annual gain was more profitable for investors over the last year : 2.20 vs. SVUIX (-3.10). JVMTX return over 5 years is better than : 15.32 vs. SVUIX (-58.88).
| JVMTX | SVUIX | JVMTX / SVUIX | |
| Total Expense Ratio | 0.99 | 0.92 | 108% |
| Annual Report Gross Expense Ratio | 1.10 | 0.99 | 111% |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 13.051 | 8.774 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 286M | 8,112% |
| Annual Yield % from dividends | 0.54 | 0.70 | 77% |
| Returns for 1 year | 2.20 | -3.10 | -71% |
| Returns for 3 years | 21.01 | -39.26 | -54% |
| Returns for 5 years | 15.32 | -58.88 | -26% |
| Returns for 10 years | 58.64 | -51.65 | -114% |
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