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FIDFX vs JVMTX
FIDFX vs JVMTX Comparison
Open Charts FIDFX vs JVMTX
FIDFX vs JVMTX Comparison Chart in %
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FIDFX vs. JVMTX commentary
Jun 03, 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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. FIDFX (2.16B). FIDFX pays higher dividends than JVMTX: FIDFX (0.63) vs JVMTX (0.59). FIDFX was incepted earlier than JVMTX: FIDFX (9 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FIDFX (0.76). FIDFX is a more actively managed with annual turnover of: 84.00 vs. JVMTX (49.00). FIDFX (0) and JVMTX (0) have matching initial minimum investment requirements. FIDFX annual gain was more profitable for investors over the last year : 28.51 vs. JVMTX (6.89). FIDFX return over 5 years is better than : 30.64 vs. JVMTX (4.06).
| FIDFX | JVMTX | FIDFX / JVMTX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 1.10 | 69% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 14.457 | 6.125 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 22.5B | 10% |
| Annual Yield % from dividends | 0.63 | 0.59 | 107% |
| Returns for 1 year | 28.51 | 6.89 | 414% |
| Returns for 3 years | 48.61 | 19.63 | 248% |
| Returns for 5 years | 30.64 | 4.06 | 754% |
| Returns for 10 years | N/A | 52.13 | - |
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