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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
Jul 19, 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: 23.4B vs. FIDFX (2.32B). JVMIX pays higher dividends than FIDFX: JVMIX (0.68) vs FIDFX (0.59). 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 : 28.29 vs. JVMIX (7.12). FIDFX return over 5 years is better than : 46.23 vs. JVMIX (16.47).
| 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 | 21.669 | 12.596 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 23.4B | 10% |
| Annual Yield % from dividends | 0.59 | 0.68 | 87% |
| Returns for 1 year | 28.29 | 7.12 | 397% |
| Returns for 3 years | 44.33 | 17.36 | 255% |
| Returns for 5 years | 46.23 | 16.47 | 281% |
| Returns for 10 years | N/A | 60.05 | - |
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