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FBSRX vs JVMIX
FBSRX vs JVMIX Comparison
Open Charts FBSRX vs JVMIX
FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Aug 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 FBSRX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FBSRX (791M). FBSRX pays higher dividends than JVMIX: FBSRX (0.72) vs JVMIX (0.66). FBSRX was incepted earlier than JVMIX: FBSRX (25 years) vs JVMIX (29 years). FBSRX (1.18) is less costly to investors than JVMIX (0.86). FBSRX (48.72) and JVMIX (48.00) have comparable annual turnover. FBSRX has a lower initial minimum investment than JVMIX: FBSRX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 9.25 vs. FBSRX (7.68). JVMIX return over 5 years is better than : 18.01 vs. FBSRX (3.92).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| Total Expense Ratio | 1.16 | 0.85 | 136% |
| Annual Report Gross Expense Ratio | 1.18 | 0.86 | 137% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 12.539 | 17.874 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 24.3B | 3% |
| Annual Yield % from dividends | 0.72 | 0.66 | 109% |
| Returns for 1 year | 7.68 | 9.25 | 83% |
| Returns for 3 years | 22.41 | 24.75 | 91% |
| Returns for 5 years | 3.92 | 18.01 | 22% |
| Returns for 10 years | 18.00 | 63.69 | 28% |
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