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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
Jun 24, 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: 22.9B vs. FBSRX (778M). FBSRX pays higher dividends than JVMIX: FBSRX (0.75) vs JVMIX (0.71). 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). 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). FBSRX annual gain was more profitable for investors over the last year : 10.41 vs. JVMIX (7.97). JVMIX return over 5 years is better than : 10.93 vs. FBSRX (3.36).
| 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 | 9.081 | 8.846 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 22.9B | 3% |
| Annual Yield % from dividends | 0.75 | 0.71 | 105% |
| Returns for 1 year | 10.41 | 7.97 | 131% |
| Returns for 3 years | 24.97 | 21.50 | 116% |
| Returns for 5 years | 3.36 | 10.93 | 31% |
| Returns for 10 years | 22.09 | 63.98 | 35% |
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