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FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
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FIDFX vs JVMIX Comparison Chart in %
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FIDFX vs. JVMIX commentary
Jun 24, 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 FIDFX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. FIDFX (2.16B). JVMIX pays higher dividends than FIDFX: JVMIX (0.71) vs FIDFX (0.63). FIDFX was incepted earlier than JVMIX: FIDFX (9 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FIDFX (0.76). FIDFX is a more actively managed with annual turnover of: 84.00 vs. JVMIX (48.00). FIDFX has a lower initial minimum investment than JVMIX: FIDFX (0) vs JVMIX (250000). FIDFX annual gain was more profitable for investors over the last year : 31.05 vs. JVMIX (7.97). FIDFX return over 5 years is better than : 40.92 vs. JVMIX (10.93).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | 0.76 | 0.85 | 89% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 19.664 | 8.846 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 22.9B | 9% |
| Annual Yield % from dividends | 0.63 | 0.71 | 89% |
| Returns for 1 year | 31.05 | 7.97 | 390% |
| Returns for 3 years | 54.11 | 21.50 | 252% |
| Returns for 5 years | 40.92 | 10.93 | 374% |
| Returns for 10 years | N/A | 63.98 | - |
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