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FBSAX vs JVMRX
FBSAX vs JVMRX Comparison
Open Charts FBSAX vs JVMRX
FBSAX vs JVMRX Comparison Chart in %
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FBSAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FBSAX (755M). FBSAX pays higher dividends than JVMRX: FBSAX (1.14) vs JVMRX (0.81). FBSAX was incepted earlier than JVMRX: FBSAX (25 years) vs JVMRX (15 years). JVMRX (0.75) is less costly to investors than FBSAX (0.68). JVMRX (49.00) and FBSAX (48.72) have comparable annual turnover. FBSAX has a lower initial minimum investment than JVMRX: FBSAX (100000) vs JVMRX (1000000). FBSAX annual gain was more profitable for investors over the last year : 10.01 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. FBSAX (-0.21).
| FBSAX | JVMRX | FBSAX / JVMRX | |
| Total Expense Ratio | 0.66 | 0.74 | 89% |
| Annual Report Gross Expense Ratio | 0.68 | 0.75 | 91% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 6.061 | 6.227 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 22.5B | 3% |
| Annual Yield % from dividends | 1.14 | 0.81 | 141% |
| Returns for 1 year | 10.01 | 7.17 | 140% |
| Returns for 3 years | 24.27 | 20.52 | 118% |
| Returns for 5 years | -0.21 | 5.11 | -4% |
| Returns for 10 years | 20.12 | 54.85 | 37% |
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