Interact to see
Advertisement
Advertisement
JVMTX vs SVUIX
JVMTX vs SVUIX Comparison
Open Charts JVMTX vs SVUIX
JVMTX vs SVUIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. SVUIX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. SVUIX (299M). 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 : 6.48 vs. SVUIX (2.90). JVMTX return over 5 years is better than : 11.51 vs. SVUIX (-59.85).
| 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 | 11.812 | 10.611 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 299M | 7,826% |
| Annual Yield % from dividends | 0.56 | 0.69 | 81% |
| Returns for 1 year | 6.48 | 2.90 | 224% |
| Returns for 3 years | 19.22 | -39.41 | -49% |
| Returns for 5 years | 11.51 | -59.85 | -19% |
| Returns for 10 years | 61.90 | -49.98 | -124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FIRTX | 10.09 | 0.16 | +1.61% |
| Fidelity Advisor Intl Real Estate M | |||
| HSCVX | 14.70 | -0.02 | -0.14% |
| Hunter Small Cap Value I | |||
| CXXRX | 25.86 | -0.18 | -0.69% |
| Columbia Small Cap Index Inst2 | |||
| FTZFX | 77.36 | -0.67 | -0.86% |
| FullerThaler Behvrll Uncnstd Eq R6 | |||
| VPACX | 21.19 | -0.26 | -1.21% |
| Vanguard Pacific Stock Index Investor | |||