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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
Aug 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 FIUSX is a Buy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. FIUSX (581M). FIUSX pays higher dividends than JVMCX: FIUSX (0.56) 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: 48.00 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 : 17.22 vs. JVMCX (7.03). FIUSX return over 5 years is better than : 18.97 vs. JVMCX (9.14).
| 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 | 20.337 | 13.604 | 149% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 23.6B | 2% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 17.22 | 7.03 | 245% |
| Returns for 3 years | 28.68 | 13.80 | 208% |
| Returns for 5 years | 18.97 | 9.14 | 207% |
| Returns for 10 years | 13.67 | 47.16 | 29% |
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