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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
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FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. FIVUX (591M). JVMIX pays higher dividends than FIVUX: JVMIX (0.66) vs FIVUX (0.53). FIVUX was incepted earlier than JVMIX: FIVUX (13 years) vs JVMIX (29 years). FIVUX (0.95) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. FIVUX (18.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). FIVUX annual gain was more profitable for investors over the last year : 20.92 vs. JVMIX (12.46). FIVUX return over 5 years is better than : 22.13 vs. JVMIX (18.50).
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.95 | 0.86 | 110% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 23.088 | 17.401 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 24.2B | 2% |
| Annual Yield % from dividends | 0.53 | 0.66 | 80% |
| Returns for 1 year | 20.92 | 12.46 | 168% |
| Returns for 3 years | 37.10 | 23.69 | 157% |
| Returns for 5 years | 22.13 | 18.50 | 120% |
| Returns for 10 years | 21.31 | 63.74 | 33% |
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