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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
Jun 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. FDVLX (9.74B). FDVLX pays higher dividends than JVMRX: FDVLX (1.15) vs JVMRX (0.81). 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 : 21.80 vs. JVMRX (7.89). FDVLX return over 5 years is better than : 8.53 vs. JVMRX (7.97).
| 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 | 16.836 | 8.813 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74B | 22.9B | 43% |
| Annual Yield % from dividends | 1.15 | 0.81 | 143% |
| Returns for 1 year | 21.80 | 7.89 | 276% |
| Returns for 3 years | 29.29 | 21.84 | 134% |
| Returns for 5 years | 8.53 | 7.97 | 107% |
| Returns for 10 years | 68.74 | 59.57 | 115% |
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