Interact to see
Advertisement
Advertisement
JVSIX vs MVCAX
JVSIX vs MVCAX Comparison
Open Charts JVSIX vs MVCAX
JVSIX vs MVCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVSIX vs. MVCAX commentary
Sep 12, 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 JVSIX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. JVSIX (69.7M). MVCAX pays higher dividends than JVSIX: MVCAX (1.08) vs JVSIX (0.30). JVSIX was incepted earlier than MVCAX: JVSIX (15 years) vs MVCAX (25 years). JVSIX (1.29) is less costly to investors than MVCAX (0.98). JVSIX is a more actively managed with annual turnover of: 54.00 vs. MVCAX (24.00). MVCAX has a lower initial minimum investment than JVSIX: MVCAX (1000) vs JVSIX (2500). MVCAX annual gain was more profitable for investors over the last year : 5.51 vs. JVSIX (-1.53). JVSIX return over 5 years is better than : 23.94 vs. MVCAX (15.15).
| JVSIX | MVCAX | JVSIX / MVCAX | |
| Total Expense Ratio | 1.01 | 0.97 | 104% |
| Annual Report Gross Expense Ratio | 1.29 | 0.98 | 132% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 8.103 | 12.903 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 16.8B | 0% |
| Annual Yield % from dividends | 0.30 | 1.08 | 28% |
| Returns for 1 year | -1.53 | 5.51 | -28% |
| Returns for 3 years | 24.95 | 23.61 | 106% |
| Returns for 5 years | 23.94 | 15.15 | 158% |
| Returns for 10 years | 39.75 | 83.46 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers