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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FBSRX (755M). JVMRX pays higher dividends than FBSRX: JVMRX (0.81) vs FBSRX (0.75). FBSRX was incepted earlier than JVMRX: FBSRX (24 years) vs JVMRX (15 years). FBSRX (1.18) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and FBSRX (48.72) have comparable annual turnover. FBSRX has a lower initial minimum investment than JVMRX: FBSRX (1000) vs JVMRX (1000000). FBSRX annual gain was more profitable for investors over the last year : 9.26 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. FBSRX (-3.30).
| FBSRX | JVMRX | FBSRX / JVMRX | |
| Total Expense Ratio | 1.16 | 0.74 | 157% |
| Annual Report Gross Expense Ratio | 1.18 | 0.75 | 157% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 5.848 | 6.227 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 22.5B | 3% |
| Annual Yield % from dividends | 0.75 | 0.81 | 93% |
| Returns for 1 year | 9.26 | 7.17 | 129% |
| Returns for 3 years | 21.84 | 20.52 | 106% |
| Returns for 5 years | -3.30 | 5.11 | -65% |
| Returns for 10 years | 14.42 | 54.85 | 26% |
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