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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
Aug 23, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. FIUSX (581M). JVMIX pays higher dividends than FIUSX: JVMIX (0.66) vs FIUSX (0.56). 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 : 16.62 vs. JVMIX (10.63). JVMIX (20.35) and FIUSX (20.30) have equivalent 5 years return.
| 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 | 21.256 | 17.364 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 24.1B | 2% |
| Annual Yield % from dividends | 0.56 | 0.66 | 85% |
| Returns for 1 year | 16.62 | 10.63 | 156% |
| Returns for 3 years | 37.59 | 27.91 | 135% |
| Returns for 5 years | 20.30 | 20.35 | 100% |
| Returns for 10 years | 11.35 | 62.83 | 18% |
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