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FAWTX vs JVIMX
FAWTX vs JVIMX Comparison Chart
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FAWTX vs. JVIMX commentary
Apr 29, 2025
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 FAWTX is a Hold and JVIMX is a Hold.
FUNDAMENTALS
Fundamentals
FAWTX has more cash in the bank: 15B vs. JVIMX (295M). JVIMX pays higher dividends than FAWTX: JVIMX (1.35) vs FAWTX (0.81). FAWTX was incepted earlier than JVIMX: FAWTX (10 years) vs JVIMX (9 years). JVIMX (1.46) is less costly to investors than FAWTX (0.75). JVIMX has a lower initial minimum investment than FAWTX: JVIMX (0) vs FAWTX (250). FAWTX annual gain was more profitable for investors over the last year : 5.62 vs. JVIMX (5.20). FAWTX return over 5 years is better than : 44.37 vs. JVIMX (28.27).
| FAWTX | JVIMX | FAWTX / JVIMX | |
| Total Expense Ratio | 0.75 | 1.08 | 69% |
| Annual Report Gross Expense Ratio | 0.75 | 1.46 | 51% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -1.687 | -2.498 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 295M | 5,085% |
| Annual Yield % from dividends | 0.81 | 1.35 | 60% |
| Returns for 1 year | 5.62 | 5.20 | 108% |
| Returns for 3 years | 18.96 | 5.97 | 318% |
| Returns for 5 years | 44.37 | 28.27 | 157% |
| Returns for 10 years | 74.90 | N/A | - |
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