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FDKVX vs JVIMX
FDKVX vs JVIMX Comparison Chart
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FDKVX vs. JVIMX commentary
Apr 29, 2025
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: 6.02B vs. JVIMX (295M). JVIMX pays higher dividends than FDKVX: JVIMX (1.35) vs FDKVX (1.02). FDKVX was incepted earlier than JVIMX: FDKVX (11 years) vs JVIMX (9 years). JVIMX (1.46) is less costly to investors than FDKVX (0.75). FDKVX (0) and JVIMX (0) have matching initial minimum investment requirements. FDKVX annual gain was more profitable for investors over the last year : 7.13 vs. JVIMX (5.20). FDKVX return over 5 years is better than : 41.36 vs. JVIMX (28.27).
| FDKVX | JVIMX | FDKVX / JVIMX | |
| Total Expense Ratio | 0.75 | 1.08 | 69% |
| Annual Report Gross Expense Ratio | 0.75 | 1.46 | 51% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -0.069 | -2.498 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 295M | 2,041% |
| Annual Yield % from dividends | 1.02 | 1.35 | 75% |
| Returns for 1 year | 7.13 | 5.20 | 137% |
| Returns for 3 years | 17.97 | 5.97 | 301% |
| Returns for 5 years | 41.36 | 28.27 | 146% |
| Returns for 10 years | 45.67 | N/A | - |
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