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FIUSX vs JVMIX
FIUSX vs JVMIX Comparison
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FIUSX vs JVMIX Comparison Chart in %
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FIUSX vs. JVMIX commentary
Jun 24, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. FIUSX (585M). JVMIX pays higher dividends than FIUSX: JVMIX (0.71) vs FIUSX (0.57). FIUSX was incepted earlier than JVMIX: FIUSX (34 years) vs JVMIX (29 years). FIUSX (1.20) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. FIUSX (18.00). FIUSX has a lower initial minimum investment than JVMIX: FIUSX (1000) vs JVMIX (250000). FIUSX annual gain was more profitable for investors over the last year : 21.43 vs. JVMIX (7.97). FIUSX return over 5 years is better than : 19.26 vs. JVMIX (10.93).
| FIUSX | JVMIX | FIUSX / JVMIX | |
| Total Expense Ratio | 1.11 | 0.85 | 131% |
| Annual Report Gross Expense Ratio | 1.20 | 0.86 | 140% |
| Fund Existence | 34 years | 29 years | - |
| Gain YTD | 18.897 | 8.846 | 214% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 22.9B | 3% |
| Annual Yield % from dividends | 0.57 | 0.71 | 81% |
| Returns for 1 year | 21.43 | 7.97 | 269% |
| Returns for 3 years | 36.92 | 21.50 | 172% |
| Returns for 5 years | 19.26 | 10.93 | 176% |
| Returns for 10 years | 19.45 | 63.98 | 30% |
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