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FDKVX vs JVIMX
FDKVX vs JVIMX Comparison Chart
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FDKVX vs. JVIMX commentary
Dec 21, 2024
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 FDKVX is a Hold and JVIMX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 6.22B vs. JVIMX (315M). JVIMX pays higher dividends than FDKVX: JVIMX (1.37) vs FDKVX (1.14). FDKVX was incepted earlier than JVIMX: FDKVX (10 years) vs JVIMX (9 years). FDKVX is a more actively managed with annual turnover of: 20.00 vs. JVIMX (14.00). FDKVX (0) and JVIMX (0) have matching initial minimum investment requirements. FDKVX annual gain was more profitable for investors over the last year : 15.13 vs. JVIMX (13.78). FDKVX return over 5 years is better than : 23.17 vs. JVIMX (14.71).
| FDKVX | JVIMX | FDKVX / JVIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 14.154 | 14.885 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22B | 315M | 1,976% |
| Annual Yield % from dividends | 1.14 | 1.37 | 83% |
| Returns for 1 year | 15.13 | 13.78 | 110% |
| Returns for 3 years | 1.54 | -9.36 | -16% |
| Returns for 5 years | 23.17 | 14.71 | 158% |
| Returns for 10 years | 53.22 | N/A | - |
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