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FASEX vs JVMRX
FASEX vs JVMRX Comparison
Open Charts FASEX vs JVMRX
FASEX vs JVMRX Comparison Chart in %
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FASEX vs. JVMRX commentary
Jul 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 FASEX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. FASEX (374M). FASEX pays higher dividends than JVMRX: FASEX (0.89) vs JVMRX (0.78). 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 : 12.66 vs. JVMRX (6.32). FASEX return over 5 years is better than : 24.88 vs. JVMRX (14.37).
| 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 | 20.619 | 11.835 | 174% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 23.3B | 2% |
| Annual Yield % from dividends | 0.89 | 0.78 | 114% |
| Returns for 1 year | 12.66 | 6.32 | 200% |
| Returns for 3 years | 26.33 | 18.15 | 145% |
| Returns for 5 years | 24.88 | 14.37 | 173% |
| Returns for 10 years | 87.45 | 59.74 | 146% |
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