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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. FIVUX (591M). JVMRX pays higher dividends than FIVUX: JVMRX (0.75) vs FIVUX (0.53). 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 : 20.92 vs. JVMRX (12.38). FIVUX return over 5 years is better than : 22.13 vs. JVMRX (17.48).
| 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 | 23.088 | 17.480 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 591M | 24.2B | 2% |
| Annual Yield % from dividends | 0.53 | 0.75 | 71% |
| Returns for 1 year | 20.92 | 12.38 | 169% |
| Returns for 3 years | 37.10 | 24.53 | 151% |
| Returns for 5 years | 22.13 | 17.48 | 127% |
| Returns for 10 years | 21.31 | 65.13 | 33% |
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