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FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
FIUSX vs JVMRX Comparison Chart in %
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FIUSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FIUSX (576M). JVMRX pays higher dividends than FIUSX: JVMRX (0.81) vs FIUSX (0.57). FIUSX was incepted earlier than JVMRX: FIUSX (34 years) vs JVMRX (15 years). FIUSX (1.20) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. FIUSX (18.00). FIUSX has a lower initial minimum investment than JVMRX: FIUSX (1000) vs JVMRX (1000000). FIUSX annual gain was more profitable for investors over the last year : 20.54 vs. JVMRX (7.17). FIUSX return over 5 years is better than : 14.10 vs. JVMRX (5.11).
| FIUSX | JVMRX | FIUSX / JVMRX | |
| Total Expense Ratio | 1.11 | 0.74 | 150% |
| Annual Report Gross Expense Ratio | 1.20 | 0.75 | 160% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 16.968 | 6.227 | 272% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 22.5B | 3% |
| Annual Yield % from dividends | 0.57 | 0.81 | 71% |
| Returns for 1 year | 20.54 | 7.17 | 287% |
| Returns for 3 years | 35.40 | 20.52 | 172% |
| Returns for 5 years | 14.10 | 5.11 | 276% |
| Returns for 10 years | 13.14 | 54.85 | 24% |
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