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FDVLX vs JVMRX
FDVLX vs JVMRX Comparison
Open Charts FDVLX vs JVMRX
FDVLX vs JVMRX Comparison Chart in %
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FDVLX vs. JVMRX commentary
Jul 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 FDVLX is a Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. FDVLX (10.1B). FDVLX pays higher dividends than JVMRX: FDVLX (1.10) vs JVMRX (0.78). FDVLX was incepted earlier than JVMRX: FDVLX (48 years) vs JVMRX (15 years). JVMRX (0.75) is less costly to investors than FDVLX (0.68). FDVLX is a more actively managed with annual turnover of: 67.00 vs. JVMRX (48.00). FDVLX has a lower initial minimum investment than JVMRX: FDVLX (0) vs JVMRX (1000000). FDVLX annual gain was more profitable for investors over the last year : 22.04 vs. JVMRX (6.32). FDVLX return over 5 years is better than : 19.11 vs. JVMRX (14.37).
| FDVLX | JVMRX | FDVLX / JVMRX | |
| Total Expense Ratio | 0.68 | 0.74 | 92% |
| Annual Report Gross Expense Ratio | 0.68 | 0.75 | 91% |
| Fund Existence | 48 years | 15 years | - |
| Gain YTD | 22.569 | 11.835 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 23.3B | 43% |
| Annual Yield % from dividends | 1.10 | 0.78 | 142% |
| Returns for 1 year | 22.04 | 6.32 | 349% |
| Returns for 3 years | 28.55 | 18.15 | 157% |
| Returns for 5 years | 19.11 | 14.37 | 133% |
| Returns for 10 years | 73.94 | 59.74 | 124% |
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