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FAVFX vs JVMIX
FAVFX vs JVMIX Comparison
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FAVFX vs JVMIX Comparison Chart in %
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FAVFX vs. JVMIX commentary
Aug 23, 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 FAVFX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. FAVFX (402M). FAVFX pays higher dividends than JVMIX: FAVFX (0.80) vs JVMIX (0.66). FAVFX was incepted earlier than JVMIX: FAVFX (23 years) vs JVMIX (29 years). FAVFX (1.08) is less costly to investors than JVMIX (0.86). FAVFX is a more actively managed with annual turnover of: 68.00 vs. JVMIX (48.00). FAVFX has a lower initial minimum investment than JVMIX: FAVFX (0) vs JVMIX (250000). FAVFX annual gain was more profitable for investors over the last year : 26.79 vs. JVMIX (10.63). FAVFX return over 5 years is better than : 45.51 vs. JVMIX (20.35).
| FAVFX | JVMIX | FAVFX / JVMIX | |
| Total Expense Ratio | 1.08 | 0.85 | 127% |
| Annual Report Gross Expense Ratio | 1.08 | 0.86 | 126% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 25.928 | 17.364 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 24.1B | 2% |
| Annual Yield % from dividends | 0.80 | 0.66 | 120% |
| Returns for 1 year | 26.79 | 10.63 | 252% |
| Returns for 3 years | 43.99 | 27.91 | 158% |
| Returns for 5 years | 45.51 | 20.35 | 224% |
| Returns for 10 years | 111.42 | 62.83 | 177% |
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