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FIUSX vs JVMCX
FIUSX vs JVMCX Comparison
Open Charts FIUSX vs JVMCX
FIUSX vs JVMCX Comparison Chart in %
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FIUSX vs. JVMCX commentary
Jun 04, 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 FIUSX is a Buy and JVMCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. FIUSX (576M). FIUSX pays higher dividends than JVMCX: FIUSX (0.57) vs JVMCX (0.00). FIUSX was incepted earlier than JVMCX: FIUSX (34 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than FIUSX (1.20). JVMCX is a more actively managed with annual turnover of: 49.00 vs. FIUSX (18.00). FIUSX (1000) and JVMCX (1000) have matching initial minimum investment requirements. FIUSX annual gain was more profitable for investors over the last year : 20.54 vs. JVMCX (5.42). FIUSX return over 5 years is better than : 14.10 vs. JVMCX (-1.33).
| FIUSX | JVMCX | FIUSX / JVMCX | |
| Total Expense Ratio | 1.11 | 1.85 | 60% |
| Annual Report Gross Expense Ratio | 1.20 | 1.86 | 65% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 16.968 | 5.747 | 295% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 22.5B | 3% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 20.54 | 5.42 | 379% |
| Returns for 3 years | 35.40 | 14.98 | 236% |
| Returns for 5 years | 14.10 | -1.33 | -1,057% |
| Returns for 10 years | 13.14 | 39.24 | 33% |
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