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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
Aug 23, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. FDVLX (10.5B). FDVLX pays higher dividends than JVMRX: FDVLX (1.08) vs JVMRX (0.75). 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 : 25.56 vs. JVMRX (10.74). FDVLX return over 5 years is better than : 22.80 vs. JVMRX (20.84).
| 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 | 26.197 | 17.444 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 24.1B | 44% |
| Annual Yield % from dividends | 1.08 | 0.75 | 143% |
| Returns for 1 year | 25.56 | 10.74 | 238% |
| Returns for 3 years | 34.63 | 28.30 | 122% |
| Returns for 5 years | 22.80 | 20.84 | 109% |
| Returns for 10 years | 75.09 | 64.05 | 117% |
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