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FIDFX vs JVMRX
FIDFX vs JVMRX Comparison
Open Charts FIDFX vs JVMRX
FIDFX vs JVMRX Comparison Chart in %
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FIDFX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. FIDFX (2.39B). JVMRX pays higher dividends than FIDFX: JVMRX (0.75) vs FIDFX (0.59). FIDFX was incepted earlier than JVMRX: FIDFX (10 years) vs JVMRX (15 years). FIDFX (0.76) and JVMRX (0.75) have similar cost to investors . FIDFX is a more actively managed with annual turnover of: 84.00 vs. JVMRX (48.00). FIDFX has a lower initial minimum investment than JVMRX: FIDFX (0) vs JVMRX (1000000). FIDFX annual gain was more profitable for investors over the last year : 30.90 vs. JVMRX (10.82). FIDFX return over 5 years is better than : 41.41 vs. JVMRX (18.31).
| FIDFX | JVMRX | FIDFX / JVMRX | |
| Total Expense Ratio | 0.76 | 0.74 | 103% |
| Annual Report Gross Expense Ratio | 0.76 | 0.75 | 101% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 25.323 | 17.735 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 24.3B | 10% |
| Annual Yield % from dividends | 0.59 | 0.75 | 78% |
| Returns for 1 year | 30.90 | 10.82 | 285% |
| Returns for 3 years | 48.28 | 24.80 | 195% |
| Returns for 5 years | 41.41 | 18.31 | 226% |
| Returns for 10 years | N/A | 65.49 | - |
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