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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
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FBSAX (778M). FBSAX pays higher dividends than JVMIX: FBSAX (1.10) vs JVMIX (0.66). 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). 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 : 10.60 vs. JVMIX (8.75). JVMIX return over 5 years is better than : 15.79 vs. FBSAX (7.52).
| 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 | 10.681 | 14.270 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.6B | 3% |
| Annual Yield % from dividends | 1.10 | 0.66 | 166% |
| Returns for 1 year | 10.60 | 8.75 | 121% |
| Returns for 3 years | 20.38 | 18.93 | 108% |
| Returns for 5 years | 7.52 | 15.79 | 48% |
| Returns for 10 years | 24.90 | 62.51 | 40% |
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