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FIMVX vs JVMIX
FIMVX vs JVMIX Comparison
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FIMVX vs JVMIX Comparison Chart in %
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FIMVX vs. JVMIX commentary
Aug 15, 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 FIMVX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.4B vs. FIMVX (1.63B). FIMVX pays higher dividends than JVMIX: FIMVX (1.26) vs JVMIX (0.66). FIMVX was incepted earlier than JVMIX: FIMVX (7 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FIMVX (0.05). JVMIX is a more actively managed with annual turnover of: 48.00 vs. FIMVX (32.00). FIMVX has a lower initial minimum investment than JVMIX: FIMVX (0) vs JVMIX (250000). FIMVX annual gain was more profitable for investors over the last year : 26.84 vs. JVMIX (9.25). FIMVX return over 5 years is better than : 52.75 vs. JVMIX (18.01).
| FIMVX | JVMIX | FIMVX / JVMIX | |
| Total Expense Ratio | 0.05 | 0.85 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 0.86 | 6% |
| Fund Existence | 7 years | 29 years | - |
| Gain YTD | 22.703 | 17.874 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 24.4B | 7% |
| Annual Yield % from dividends | 1.26 | 0.66 | 190% |
| Returns for 1 year | 26.84 | 9.25 | 290% |
| Returns for 3 years | 56.38 | 24.75 | 228% |
| Returns for 5 years | 52.75 | 18.01 | 293% |
| Returns for 10 years | N/A | 63.69 | - |
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