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FBSIX vs JVMIX
FBSIX vs JVMIX Comparison
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FBSIX vs JVMIX Comparison Chart in %
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FBSIX vs. JVMIX 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 FBSIX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. FBSIX (783M). FBSIX pays higher dividends than JVMIX: FBSIX (1.18) vs JVMIX (0.66). 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). JVMIX annual gain was more profitable for investors over the last year : 10.63 vs. FBSIX (8.25). JVMIX return over 5 years is better than : 20.35 vs. FBSIX (8.53).
| 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 | 11.913 | 17.364 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 783M | 24.1B | 3% |
| Annual Yield % from dividends | 1.18 | 0.66 | 179% |
| Returns for 1 year | 8.25 | 10.63 | 78% |
| Returns for 3 years | 28.54 | 27.91 | 102% |
| Returns for 5 years | 8.53 | 20.35 | 42% |
| Returns for 10 years | 22.42 | 62.83 | 36% |
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