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FAWTX vs JVIMX
FAWTX vs JVIMX Comparison Chart in %
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FAWTX vs. JVIMX commentary
Jul 01, 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: 17B vs. JVIMX (328M). JVIMX pays higher dividends than FAWTX: JVIMX (1.29) vs FAWTX (0.76). 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 : 13.11 vs. JVIMX (11.34). FAWTX return over 5 years is better than : 49.89 vs. JVIMX (31.67).
| 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 | 9.955 | 7.715 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 328M | 5,183% |
| Annual Yield % from dividends | 0.76 | 1.29 | 59% |
| Returns for 1 year | 13.11 | 11.34 | 116% |
| Returns for 3 years | 42.98 | 26.17 | 164% |
| Returns for 5 years | 49.89 | 31.67 | 158% |
| Returns for 10 years | 98.13 | N/A | - |
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