Interact to see
Advertisement
Advertisement
JVTCX vs VEXRX
JVTCX vs VEXRX Comparison
Open Charts JVTCX vs VEXRX
JVTCX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVTCX vs. VEXRX commentary
Sep 05, 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 JVTCX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. JVTCX (3.46B). VEXRX pays higher dividends than JVTCX: VEXRX (0.49) vs JVTCX (0.00). JVTCX was incepted earlier than VEXRX: JVTCX (15 years) vs VEXRX (25 years). JVTCX (2.04) is less costly to investors than VEXRX (0.28). VEXRX is a more actively managed with annual turnover of: 51.00 vs. JVTCX (24.00). JVTCX has a lower initial minimum investment than VEXRX: JVTCX (2500) vs VEXRX (50000). VEXRX (10.42) and JVTCX (10.03) have marching annual gain over last year. VEXRX return over 5 years is better than : -12.22 vs. JVTCX (-23.46).
| JVTCX | VEXRX | JVTCX / VEXRX | |
| Total Expense Ratio | 1.96 | 0.28 | 700% |
| Annual Report Gross Expense Ratio | 2.04 | 0.28 | 729% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 14.307 | 15.587 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 22.4B | 15% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 10.03 | 10.42 | 96% |
| Returns for 3 years | 18.63 | 28.81 | 65% |
| Returns for 5 years | -23.46 | -12.22 | 192% |
| Returns for 10 years | 19.66 | 50.52 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement