Home › Compare › JMVCX vs SCHD
JMVCX yields 8.74% · SCHD yields 3.44%● Live data
📍 JMVCX pulled ahead of the other in Year 1
Combined, JMVCX + SCHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of JMVCX + SCHD for your $10,000?
The fund primarily invests in the common stocks of mid-sized companies whose stock prices are believed to be undervalued by the fund's portfolio managers. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies whose market capitalization falls, at the time of purchase, within the capitalization range of the Russell Midcap® Value Index. The fund may invest, under normal circumstances, up to 20% of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.
Full JMVCX Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Full SCHD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.