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FBSAX vs JVMIX
FBSAX vs JVMIX Comparison
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FBSAX vs JVMIX Comparison Chart in %
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FBSAX vs. JVMIX commentary
Jun 04, 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 FBSAX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. FBSAX (755M). FBSAX pays higher dividends than JVMIX: FBSAX (1.14) vs JVMIX (0.71). FBSAX was incepted earlier than JVMIX: FBSAX (25 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FBSAX (0.68). JVMIX (49.00) and FBSAX (48.72) have comparable annual turnover. FBSAX has a lower initial minimum investment than JVMIX: FBSAX (100000) vs JVMIX (250000). FBSAX annual gain was more profitable for investors over the last year : 10.01 vs. JVMIX (7.06). JVMIX return over 5 years is better than : 4.68 vs. FBSAX (-0.21).
| FBSAX | JVMIX | FBSAX / JVMIX | |
| Total Expense Ratio | 0.66 | 0.85 | 78% |
| Annual Report Gross Expense Ratio | 0.68 | 0.86 | 79% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 6.061 | 6.189 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 22.5B | 3% |
| Annual Yield % from dividends | 1.14 | 0.71 | 161% |
| Returns for 1 year | 10.01 | 7.06 | 142% |
| Returns for 3 years | 24.27 | 20.15 | 120% |
| Returns for 5 years | -0.21 | 4.68 | -4% |
| Returns for 10 years | 20.12 | 53.81 | 37% |
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