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FAWTX vs JVIMX
FAWTX vs JVIMX Comparison Chart
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FAWTX vs. JVIMX commentary
Feb 25, 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: 15.5B vs. JVIMX (309M). 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). JVIMX annual gain was more profitable for investors over the last year : 12.18 vs. FAWTX (11.40). FAWTX return over 5 years is better than : 35.99 vs. JVIMX (19.74).
| 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 | 3.262 | 3.159 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 309M | 5,016% |
| Annual Yield % from dividends | 1.00 | 1.37 | 73% |
| Returns for 1 year | 11.40 | 12.18 | 94% |
| Returns for 3 years | 17.20 | 4.19 | 410% |
| Returns for 5 years | 35.99 | 19.74 | 182% |
| Returns for 10 years | N/A | N/A | - |
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