Interact to see
Advertisement
Advertisement
FBSIX vs JVMIX
FBSIX vs JVMIX Comparison
Open Charts FBSIX vs JVMIX
FBSIX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBSIX vs. JVMIX commentary
Jul 14, 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 FBSIX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FBSIX (772M). FBSIX pays higher dividends than JVMIX: FBSIX (1.19) vs JVMIX (0.68). FBSIX was incepted earlier than JVMIX: FBSIX (13 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FBSIX (0.60). FBSIX (48.72) and JVMIX (48.00) have comparable annual turnover. JVMIX has a lower initial minimum investment than FBSIX: JVMIX (250000) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : 7.57 vs. JVMIX (6.21). JVMIX return over 5 years is better than : 13.89 vs. FBSIX (7.05).
| FBSIX | JVMIX | FBSIX / JVMIX | |
| Total Expense Ratio | 0.57 | 0.85 | 67% |
| Annual Report Gross Expense Ratio | 0.60 | 0.86 | 70% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 9.954 | 11.795 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 23.3B | 3% |
| Annual Yield % from dividends | 1.19 | 0.68 | 174% |
| Returns for 1 year | 7.57 | 6.21 | 122% |
| Returns for 3 years | 22.07 | 17.79 | 124% |
| Returns for 5 years | 7.05 | 13.89 | 51% |
| Returns for 10 years | 22.38 | 58.60 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers