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FASOX vs JVMIX
FASOX vs JVMIX Comparison
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FASOX vs JVMIX Comparison Chart in %
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FASOX vs. JVMIX commentary
Aug 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 FASOX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FASOX (2.55B). FASOX (0.66) and JVMIX (0.66) have matching dividends . FASOX was incepted earlier than JVMIX: FASOX (31 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FASOX (0.71). FASOX is a more actively managed with annual turnover of: 57.00 vs. JVMIX (48.00). FASOX has a lower initial minimum investment than JVMIX: FASOX (0) vs JVMIX (250000). FASOX annual gain was more profitable for investors over the last year : 28.17 vs. JVMIX (9.25). FASOX return over 5 years is better than : 37.34 vs. JVMIX (18.01).
| FASOX | JVMIX | FASOX / JVMIX | |
| Total Expense Ratio | 0.71 | 0.85 | 84% |
| Annual Report Gross Expense Ratio | 0.71 | 0.86 | 83% |
| Fund Existence | 31 years | 29 years | - |
| Gain YTD | 30.418 | 17.874 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 24.3B | 11% |
| Annual Yield % from dividends | 0.66 | 0.66 | 100% |
| Returns for 1 year | 28.17 | 9.25 | 305% |
| Returns for 3 years | 34.34 | 24.75 | 139% |
| Returns for 5 years | 37.34 | 18.01 | 207% |
| Returns for 10 years | 60.46 | 63.69 | 95% |
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