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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
Aug 03, 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 StrongBuy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FASEX (373M). FASEX pays higher dividends than JVMRX: FASEX (0.90) vs JVMRX (0.75). 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 : 12.54 vs. JVMRX (8.86). FASEX return over 5 years is better than : 22.18 vs. JVMRX (16.31).
| 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 | 19.427 | 14.348 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 373M | 23.6B | 2% |
| Annual Yield % from dividends | 0.90 | 0.75 | 119% |
| Returns for 1 year | 12.54 | 8.86 | 142% |
| Returns for 3 years | 23.30 | 19.29 | 121% |
| Returns for 5 years | 22.18 | 16.31 | 136% |
| Returns for 10 years | 87.27 | 63.73 | 137% |
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