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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 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FBSAX (778M). 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). FBSAX annual gain was more profitable for investors over the last year : 10.60 vs. JVMRX (8.86). JVMRX return over 5 years is better than : 16.31 vs. FBSAX (7.52).
| 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 | 10.681 | 14.348 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.6B | 3% |
| Annual Yield % from dividends | 1.10 | 0.75 | 146% |
| Returns for 1 year | 10.60 | 8.86 | 120% |
| Returns for 3 years | 20.38 | 19.29 | 106% |
| Returns for 5 years | 7.52 | 16.31 | 46% |
| Returns for 10 years | 24.90 | 63.73 | 39% |
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