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JVTAX vs VEXPX
JVTAX vs VEXPX Comparison
Open Charts JVTAX vs VEXPX
JVTAX vs VEXPX Comparison Chart in %
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JVTAX vs. VEXPX 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 JVTAX is a StrongBuy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 23.3B vs. JVTAX (3.62B). VEXPX pays higher dividends than JVTAX: VEXPX (0.36) vs JVTAX (0.00). JVTAX was incepted earlier than VEXPX: JVTAX (15 years) vs VEXPX (59 years). JVTAX (1.04) is less costly to investors than VEXPX (0.39). VEXPX is a more actively managed with annual turnover of: 51.00 vs. JVTAX (24.00). JVTAX has a lower initial minimum investment than VEXPX: JVTAX (2500) vs VEXPX (3000). JVTAX annual gain was more profitable for investors over the last year : 14.67 vs. VEXPX (11.55). VEXPX return over 5 years is better than : -11.34 vs. JVTAX (-13.66).
| JVTAX | VEXPX | JVTAX / VEXPX | |
| Total Expense Ratio | 1.04 | 0.39 | 267% |
| Annual Report Gross Expense Ratio | 1.04 | 0.39 | 267% |
| Fund Existence | 15 years | 59 years | - |
| Gain YTD | 13.815 | 12.760 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 23.3B | 16% |
| Annual Yield % from dividends | 0.00 | 0.36 | - |
| Returns for 1 year | 14.67 | 11.55 | 127% |
| Returns for 3 years | 17.84 | 20.19 | 88% |
| Returns for 5 years | -13.66 | -11.34 | 120% |
| Returns for 10 years | 41.47 | 50.66 | 82% |
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