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FIVUX vs JVMRX
FIVUX vs JVMRX Comparison
Open Charts FIVUX vs JVMRX
FIVUX vs JVMRX Comparison Chart in %
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FIVUX vs. JVMRX commentary
Jun 20, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.8B vs. FIVUX (577M). JVMRX pays higher dividends than FIVUX: JVMRX (0.81) vs FIVUX (0.55). FIVUX was incepted earlier than JVMRX: FIVUX (13 years) vs JVMRX (15 years). FIVUX (0.95) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. FIVUX (18.00). FIVUX has a lower initial minimum investment than JVMRX: FIVUX (0) vs JVMRX (1000000). FIVUX annual gain was more profitable for investors over the last year : 22.40 vs. JVMRX (8.41). FIVUX return over 5 years is better than : 25.45 vs. JVMRX (13.84).
| FIVUX | JVMRX | FIVUX / JVMRX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.95 | 0.75 | 127% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 18.505 | 8.594 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 22.8B | 3% |
| Annual Yield % from dividends | 0.55 | 0.81 | 68% |
| Returns for 1 year | 22.40 | 8.41 | 266% |
| Returns for 3 years | 35.44 | 19.09 | 186% |
| Returns for 5 years | 25.45 | 13.84 | 184% |
| Returns for 10 years | 23.50 | 61.37 | 38% |
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