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FBSRX vs JVMRX
FBSRX vs JVMRX Comparison
Open Charts FBSRX vs JVMRX
FBSRX vs JVMRX Comparison Chart in %
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FBSRX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FBSRX (791M). JVMRX (0.75) and FBSRX (0.72) have matching dividends . FBSRX was incepted earlier than JVMRX: FBSRX (25 years) vs JVMRX (15 years). FBSRX (1.18) is less costly to investors than JVMRX (0.75). FBSRX (48.72) and JVMRX (48.00) have comparable annual turnover. FBSRX has a lower initial minimum investment than JVMRX: FBSRX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 9.36 vs. FBSRX (7.68). JVMRX return over 5 years is better than : 18.53 vs. FBSRX (3.92).
| FBSRX | JVMRX | FBSRX / JVMRX | |
| Total Expense Ratio | 1.16 | 0.74 | 157% |
| Annual Report Gross Expense Ratio | 1.18 | 0.75 | 157% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 12.539 | 17.953 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 24.3B | 3% |
| Annual Yield % from dividends | 0.72 | 0.75 | 96% |
| Returns for 1 year | 7.68 | 9.36 | 82% |
| Returns for 3 years | 22.41 | 25.18 | 89% |
| Returns for 5 years | 3.92 | 18.53 | 21% |
| Returns for 10 years | 18.00 | 64.84 | 28% |
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