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FBSRX vs JVMIX
FBSRX vs JVMIX Comparison
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FBSRX vs JVMIX Comparison Chart in %
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FBSRX vs. JVMIX commentary
Apr 13, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. FBSRX (747M). FBSRX pays higher dividends than JVMIX: FBSRX (0.80) vs JVMIX (0.74). FBSRX was incepted earlier than JVMIX: FBSRX (24 years) vs JVMIX (29 years). FBSRX (1.18) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and FBSRX (48.72) 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 : 18.61 vs. FBSRX (16.16). JVMIX return over 5 years is better than : 8.83 vs. FBSRX (0.35).
| FBSRX | JVMIX | FBSRX / JVMIX | |
| Total Expense Ratio | 1.16 | 0.85 | 136% |
| Annual Report Gross Expense Ratio | 1.18 | 0.86 | 137% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 3.261 | 4.405 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 22.5B | 3% |
| Annual Yield % from dividends | 0.80 | 0.74 | 107% |
| Returns for 1 year | 16.16 | 18.61 | 87% |
| Returns for 3 years | 19.01 | 18.80 | 101% |
| Returns for 5 years | 0.35 | 8.83 | 4% |
| Returns for 10 years | 14.58 | 58.20 | 25% |
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