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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
Sep 13, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FBSAX (751M). FBSAX pays higher dividends than JVMIX: FBSAX (1.10) vs JVMIX (0.65). FBSAX was incepted earlier than JVMIX: FBSAX (26 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FBSAX (0.68). FBSAX (48.72) and JVMIX (48.00) 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 : 2.63 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. FBSAX (4.72).
| FBSAX | JVMIX | FBSAX / JVMIX | |
| Total Expense Ratio | 0.66 | 0.85 | 78% |
| Annual Report Gross Expense Ratio | 0.68 | 0.86 | 79% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 7.797 | 13.178 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 23.2B | 3% |
| Annual Yield % from dividends | 1.10 | 0.65 | 169% |
| Returns for 1 year | 2.63 | 2.36 | 111% |
| Returns for 3 years | 22.72 | 21.56 | 105% |
| Returns for 5 years | 4.72 | 16.01 | 29% |
| Returns for 10 years | 20.73 | 60.41 | 34% |
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