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FIVVX vs JVMIX
FIVVX vs JVMIX Comparison
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FIVVX vs JVMIX Comparison Chart in %
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FIVVX vs. JVMIX commentary
Aug 03, 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 FIVVX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FIVVX (581M). JVMIX pays higher dividends than FIVVX: JVMIX (0.66) vs FIVVX (0.00). FIVVX was incepted earlier than JVMIX: FIVVX (13 years) vs JVMIX (29 years). FIVVX (0.87) and JVMIX (0.86) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 48.00 vs. FIVVX (18.00). FIVVX has a lower initial minimum investment than JVMIX: FIVVX (0) vs JVMIX (250000). FIVVX annual gain was more profitable for investors over the last year : 18.51 vs. JVMIX (8.75). FIVVX return over 5 years is better than : 22.74 vs. JVMIX (15.79).
| FIVVX | JVMIX | FIVVX / JVMIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.87 | 0.86 | 101% |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 20.545 | 14.270 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 23.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 18.51 | 8.75 | 212% |
| Returns for 3 years | 31.99 | 18.93 | 169% |
| Returns for 5 years | 22.74 | 15.79 | 144% |
| Returns for 10 years | 22.20 | 62.51 | 36% |
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