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FIVCX vs JVMIX
FIVCX vs JVMIX Comparison
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FIVCX vs JVMIX Comparison Chart in %
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FIVCX 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 FIVCX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. FIVCX (581M). JVMIX pays higher dividends than FIVCX: JVMIX (0.66) vs FIVCX (0.00). FIVCX was incepted earlier than JVMIX: FIVCX (3 years) vs JVMIX (29 years). FIVCX (1.95) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. FIVCX (18.00). FIVCX has a lower initial minimum investment than JVMIX: FIVCX (1000) vs JVMIX (250000). FIVCX annual gain was more profitable for investors over the last year : 16.44 vs. JVMIX (10.63).
| FIVCX | JVMIX | FIVCX / JVMIX | |
| Total Expense Ratio | 1.86 | 0.85 | 219% |
| Annual Report Gross Expense Ratio | 1.95 | 0.86 | 227% |
| Fund Existence | 3 years | 29 years | - |
| Gain YTD | 20.668 | 17.364 | 119% |
| Front Load | N/A | 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 | 0.00 | 0.66 | - |
| Returns for 1 year | 16.44 | 10.63 | 155% |
| Returns for 3 years | 36.19 | 27.91 | 130% |
| Returns for 5 years | N/A | 20.35 | - |
| Returns for 10 years | 210.75 | 62.83 | 335% |
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