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FIVUX vs JVMCX
FIVUX vs JVMCX Comparison
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FIVUX vs JVMCX Comparison Chart in %
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FIVUX vs. JVMCX commentary
Aug 11, 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 Buy and JVMCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.2B vs. FIVUX (591M). FIVUX pays higher dividends than JVMCX: FIVUX (0.53) 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 : 20.92 vs. JVMCX (10.72). FIVUX return over 5 years is better than : 22.13 vs. JVMCX (11.69).
| 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 | 23.088 | 16.693 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 24.2B | 2% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 20.92 | 10.72 | 195% |
| Returns for 3 years | 37.10 | 18.38 | 202% |
| Returns for 5 years | 22.13 | 11.69 | 189% |
| Returns for 10 years | 21.31 | 48.24 | 44% |
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