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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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published Highlights
Market Cap
The average market capitalization across the group is 12.16B. The market cap for tickers in the group ranges from 564.1M to 23.76B. JVMIX holds the highest valuation in this group at 23.76B. The lowest valued company is FIVUX at 564.1M.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -2%, and the average quarterly price growth was 11%. JVMIX experienced the highest price growth at -1%, while FIVUX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
FIVUX vs. JVMIX 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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. FIVUX (564M). JVMIX pays higher dividends than FIVUX: JVMIX (0.65) vs FIVUX (0.54). 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 : 13.87 vs. JVMIX (7.86). FIVUX return over 5 years is better than : 18.07 vs. JVMIX (16.21).
| 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 | 19.250 | 15.835 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 23.8B | 2% |
| Annual Yield % from dividends | 0.54 | 0.65 | 83% |
| Returns for 1 year | 13.87 | 7.86 | 176% |
| Returns for 3 years | 33.20 | 22.23 | 149% |
| Returns for 5 years | 18.07 | 16.21 | 111% |
| Returns for 10 years | 16.11 | 58.96 | 27% |
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