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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
Aug 23, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. FBSAX (783M). FBSAX pays higher dividends than JVMRX: FBSAX (1.10) vs JVMRX (0.75). 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). FBSAX (48.72) and JVMRX (48.00) have comparable annual turnover. FBSAX has a lower initial minimum investment than JVMRX: FBSAX (100000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 10.74 vs. FBSAX (8.18). JVMRX return over 5 years is better than : 20.84 vs. FBSAX (8.23).
| 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 | 11.829 | 17.444 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 24.1B | 3% |
| Annual Yield % from dividends | 1.10 | 0.75 | 146% |
| Returns for 1 year | 8.18 | 10.74 | 76% |
| Returns for 3 years | 28.25 | 28.30 | 100% |
| Returns for 5 years | 8.23 | 20.84 | 40% |
| Returns for 10 years | 22.18 | 64.05 | 35% |
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