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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
Sep 15, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FBSRX (758M). FBSRX pays higher dividends than JVMIX: FBSRX (0.72) vs JVMIX (0.65). 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 (4.13) and FBSRX (4.00) have marching annual gain over last year. JVMIX return over 5 years is better than : 15.64 vs. FBSRX (2.07).
| 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 | 8.434 | 14.161 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 23.4B | 3% |
| Annual Yield % from dividends | 0.72 | 0.65 | 111% |
| Returns for 1 year | 4.00 | 4.13 | 97% |
| Returns for 3 years | 21.41 | 22.62 | 95% |
| Returns for 5 years | 2.07 | 15.64 | 13% |
| Returns for 10 years | 16.11 | 61.25 | 26% |
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