Interact to see
Advertisement
Advertisement
FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
FIVUX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FIVUX vs. JVMIX commentary
Jul 21, 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FIVUX (580M). JVMIX pays higher dividends than FIVUX: JVMIX (0.68) 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 : 17.25 vs. JVMIX (6.82). FIVUX return over 5 years is better than : 23.33 vs. JVMIX (14.92).
| 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 | 19.822 | 12.596 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 23.4B | 2% |
| Annual Yield % from dividends | 0.53 | 0.68 | 78% |
| Returns for 1 year | 17.25 | 6.82 | 253% |
| Returns for 3 years | 30.90 | 17.31 | 178% |
| Returns for 5 years | 23.33 | 14.92 | 156% |
| Returns for 10 years | 18.75 | 58.73 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement