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FDVLX vs JVMCX
FDVLX vs JVMCX Comparison
Open Charts FDVLX vs JVMCX
FDVLX vs JVMCX Comparison Chart in %
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FDVLX vs. JVMCX commentary
Sep 12, 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 FDVLX is a Hold and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. FDVLX (10.5B). FDVLX pays higher dividends than JVMCX: FDVLX (1.08) vs JVMCX (0.00). FDVLX was incepted earlier than JVMCX: FDVLX (48 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than FDVLX (0.68). FDVLX is a more actively managed with annual turnover of: 67.00 vs. JVMCX (48.00). FDVLX has a lower initial minimum investment than JVMCX: FDVLX (0) vs JVMCX (1000). FDVLX annual gain was more profitable for investors over the last year : 15.87 vs. JVMCX (0.77). FDVLX return over 5 years is better than : 17.70 vs. JVMCX (9.33).
| FDVLX | JVMCX | FDVLX / JVMCX | |
| Total Expense Ratio | 0.68 | 1.85 | 37% |
| Annual Report Gross Expense Ratio | 0.68 | 1.86 | 37% |
| Fund Existence | 48 years | 15 years | - |
| Gain YTD | 21.771 | 12.392 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 23.2B | 45% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | 15.87 | 0.77 | 2,058% |
| Returns for 3 years | 28.37 | 16.32 | 174% |
| Returns for 5 years | 17.70 | 9.33 | 190% |
| Returns for 10 years | 74.51 | 45.22 | 165% |
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