Interact to see
Advertisement
Advertisement
FIDFX vs JVMIX
FIDFX vs JVMIX Comparison
Open Charts FIDFX vs JVMIX
FIDFX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIDFX vs. JVMIX commentary
Aug 13, 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 Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FIDFX (2.39B). JVMIX pays higher dividends than FIDFX: JVMIX (0.66) vs FIDFX (0.59). FIDFX was incepted earlier than JVMIX: FIDFX (10 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 : 30.90 vs. JVMIX (10.71). FIDFX return over 5 years is better than : 41.41 vs. JVMIX (17.79).
| FIDFX | JVMIX | FIDFX / JVMIX | |
| Total Expense Ratio | 0.76 | 0.85 | 89% |
| Annual Report Gross Expense Ratio | 0.76 | 0.86 | 88% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 25.323 | 17.656 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 24.3B | 10% |
| Annual Yield % from dividends | 0.59 | 0.66 | 89% |
| Returns for 1 year | 30.90 | 10.71 | 288% |
| Returns for 3 years | 48.28 | 24.43 | 198% |
| Returns for 5 years | 41.41 | 17.79 | 233% |
| Returns for 10 years | N/A | 64.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers