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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
Jul 25, 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: 23.3B vs. FBSRX (769M). FBSRX pays higher dividends than JVMIX: FBSRX (0.72) vs JVMIX (0.68). 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 (5.25) and FBSRX (5.13) have marching annual gain over last year. JVMIX return over 5 years is better than : 14.84 vs. FBSRX (4.46).
| 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 | 9.587 | 12.159 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 23.3B | 3% |
| Annual Yield % from dividends | 0.72 | 0.68 | 106% |
| Returns for 1 year | 5.13 | 5.25 | 98% |
| Returns for 3 years | 16.49 | 16.60 | 99% |
| Returns for 5 years | 4.46 | 14.84 | 30% |
| Returns for 10 years | 17.11 | 58.65 | 29% |
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