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FAWTX vs JVIMX
FAWTX vs JVIMX Comparison Chart
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FAWTX vs. JVIMX commentary
Dec 21, 2024
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: 14.7B vs. JVIMX (315M). JVIMX pays higher dividends than FAWTX: JVIMX (1.37) vs FAWTX (1.00). FAWTX was incepted earlier than JVIMX: FAWTX (10 years) vs JVIMX (9 years). JVIMX is a more actively managed with annual turnover of: 14.00 vs. FAWTX (1.00). 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 : 15.46 vs. JVIMX (13.78). FAWTX return over 5 years is better than : 34.19 vs. JVIMX (14.71).
| FAWTX | JVIMX | FAWTX / JVIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 15.806 | 14.885 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 315M | 4,667% |
| Annual Yield % from dividends | 1.00 | 1.37 | 73% |
| Returns for 1 year | 15.46 | 13.78 | 112% |
| Returns for 3 years | 4.23 | -9.36 | -45% |
| Returns for 5 years | 34.19 | 14.71 | 232% |
| Returns for 10 years | N/A | N/A | - |
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