Interact to see
Advertisement
Advertisement
FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
Open Charts FIVUX vs JVMCX
FIVUX vs JVMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. JVMCX commentary
Sep 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 FIVUX is a Hold and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.8B vs. FIVUX (564M). FIVUX pays higher dividends than JVMCX: FIVUX (0.54) vs JVMCX (0.00). FIVUX was incepted earlier than JVMCX: FIVUX (13 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than FIVUX (0.95). JVMCX is a more actively managed with annual turnover of: 48.00 vs. FIVUX (18.00). FIVUX has a lower initial minimum investment than JVMCX: FIVUX (0) vs JVMCX (1000). FIVUX annual gain was more profitable for investors over the last year : 13.87 vs. JVMCX (6.17). FIVUX return over 5 years is better than : 18.07 vs. JVMCX (9.54).
| FIVUX | JVMCX | FIVUX / JVMCX | |
| Total Expense Ratio | 0.86 | 1.85 | 46% |
| Annual Report Gross Expense Ratio | 0.95 | 1.86 | 51% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 19.250 | 15.051 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 23.8B | 2% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 13.87 | 6.17 | 225% |
| Returns for 3 years | 33.20 | 16.94 | 196% |
| Returns for 5 years | 18.07 | 9.54 | 189% |
| Returns for 10 years | 16.11 | 43.86 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement