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JVTIX vs VEXRX
JVTIX vs VEXRX Comparison
Open Charts JVTIX vs VEXRX
JVTIX vs VEXRX Comparison Chart in %
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JVTIX vs. VEXRX commentary
Jun 14, 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 JVTIX is a Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. JVTIX (3.42B). VEXRX pays higher dividends than JVTIX: VEXRX (0.49) vs JVTIX (0.00). JVTIX was incepted earlier than VEXRX: JVTIX (15 years) vs VEXRX (25 years). JVTIX (0.77) is less costly to investors than VEXRX (0.28). VEXRX is a more actively managed with annual turnover of: 51.00 vs. JVTIX (24.00). VEXRX has a lower initial minimum investment than JVTIX: VEXRX (50000) vs JVTIX (1000000). JVTIX (19.23) and VEXRX (18.72) have marching annual gain over last year. VEXRX return over 5 years is better than : -8.05 vs. JVTIX (-10.17).
| JVTIX | VEXRX | JVTIX / VEXRX | |
| Total Expense Ratio | 0.77 | 0.28 | 275% |
| Annual Report Gross Expense Ratio | 0.77 | 0.28 | 275% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 12.857 | 15.390 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 22.4B | 15% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 19.23 | 18.72 | 103% |
| Returns for 3 years | 23.74 | 29.00 | 82% |
| Returns for 5 years | -10.17 | -8.05 | 126% |
| Returns for 10 years | 58.07 | 63.94 | 91% |
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