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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. FIUSX (581M). JVMRX pays higher dividends than FIUSX: JVMRX (0.75) vs FIUSX (0.56). 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 : 16.62 vs. JVMRX (10.74). JVMRX (20.84) and FIUSX (20.30) 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 | 21.256 | 17.444 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 24.1B | 2% |
| Annual Yield % from dividends | 0.56 | 0.75 | 74% |
| Returns for 1 year | 16.62 | 10.74 | 155% |
| Returns for 3 years | 37.59 | 28.30 | 133% |
| Returns for 5 years | 20.30 | 20.84 | 97% |
| Returns for 10 years | 11.35 | 64.05 | 18% |
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