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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
Jul 31, 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 SVUIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.8B vs. SVUIX (296M). SVUIX pays higher dividends than JVMTX: SVUIX (0.69) vs JVMTX (0.56). 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 : 9.27 vs. SVUIX (3.65). JVMTX return over 5 years is better than : 16.94 vs. SVUIX (-58.79).
| 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 | 15.968 | 12.092 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 296M | 8,041% |
| Annual Yield % from dividends | 0.56 | 0.69 | 81% |
| Returns for 1 year | 9.27 | 3.65 | 254% |
| Returns for 3 years | 20.71 | -40.36 | -51% |
| Returns for 5 years | 16.94 | -58.79 | -29% |
| Returns for 10 years | 61.23 | -51.20 | -120% |
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