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FASEX vs JVMRX
FASEX vs JVMRX Comparison
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FASEX vs JVMRX Comparison Chart in %
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FASEX vs. JVMRX commentary
Sep 13, 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 FASEX is a Buy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. FASEX (383M). FASEX pays higher dividends than JVMRX: FASEX (0.91) vs JVMRX (0.74). FASEX was incepted earlier than JVMRX: FASEX (39 years) vs JVMRX (15 years). FASEX (1.20) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. FASEX (19.00). FASEX has a lower initial minimum investment than JVMRX: FASEX (2500) vs JVMRX (1000000). FASEX annual gain was more profitable for investors over the last year : 3.29 vs. JVMRX (2.46). FASEX return over 5 years is better than : 19.27 vs. JVMRX (16.49).
| FASEX | JVMRX | FASEX / JVMRX | |
| Total Expense Ratio | 1.13 | 0.74 | 153% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 39 years | 15 years | - |
| Gain YTD | 16.619 | 13.256 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 23.2B | 2% |
| Annual Yield % from dividends | 0.91 | 0.74 | 122% |
| Returns for 1 year | 3.29 | 2.46 | 134% |
| Returns for 3 years | 24.70 | 21.93 | 113% |
| Returns for 5 years | 19.27 | 16.49 | 117% |
| Returns for 10 years | 82.35 | 61.53 | 134% |
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