Interact to see
Advertisement
Advertisement
FIUSX vs JVMRX
FIUSX vs JVMRX Comparison
Open Charts FIUSX vs JVMRX
FIUSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIUSX vs. JVMRX commentary
Sep 12, 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: 23.2B vs. FIUSX (555M). JVMRX pays higher dividends than FIUSX: JVMRX (0.74) 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: 48.00 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 : 9.18 vs. JVMRX (2.46). JVMRX (16.49) and FIUSX (15.99) have equivalent 5 years return.
| 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 | 17.703 | 13.256 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 555M | 23.2B | 2% |
| Annual Yield % from dividends | 0.57 | 0.74 | 76% |
| Returns for 1 year | 9.18 | 2.46 | 373% |
| Returns for 3 years | 31.95 | 21.93 | 146% |
| Returns for 5 years | 15.99 | 16.49 | 97% |
| Returns for 10 years | 11.67 | 61.53 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement