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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FBSIX (751M). FBSIX pays higher dividends than JVMIX: FBSIX (1.19) vs JVMIX (0.65). 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 : 2.70 vs. JVMIX (2.36). JVMIX return over 5 years is better than : 16.01 vs. FBSIX (5.01).
| 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 | 7.888 | 13.178 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 751M | 23.2B | 3% |
| Annual Yield % from dividends | 1.19 | 0.65 | 181% |
| Returns for 1 year | 2.70 | 2.36 | 115% |
| Returns for 3 years | 23.01 | 21.56 | 107% |
| Returns for 5 years | 5.01 | 16.01 | 31% |
| Returns for 10 years | 20.99 | 60.41 | 35% |
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