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FIVVX vs JVMRX
FIVVX vs JVMRX Comparison
Open Charts FIVVX vs JVMRX
FIVVX vs JVMRX Comparison Chart in %
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FIVVX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FIVVX (581M). JVMRX pays higher dividends than FIVVX: JVMRX (0.75) vs FIVVX (0.00). FIVVX was incepted earlier than JVMRX: FIVVX (13 years) vs JVMRX (15 years). FIVVX (0.87) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. FIVVX (18.00). FIVVX has a lower initial minimum investment than JVMRX: FIVVX (0) vs JVMRX (1000000). FIVVX annual gain was more profitable for investors over the last year : 18.51 vs. JVMRX (8.86). FIVVX return over 5 years is better than : 22.74 vs. JVMRX (16.31).
| FIVVX | JVMRX | FIVVX / JVMRX | |
| Total Expense Ratio | 0.78 | 0.74 | 105% |
| Annual Report Gross Expense Ratio | 0.87 | 0.75 | 116% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 20.545 | 14.348 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 23.6B | 2% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 18.51 | 8.86 | 209% |
| Returns for 3 years | 31.99 | 19.29 | 166% |
| Returns for 5 years | 22.74 | 16.31 | 139% |
| Returns for 10 years | 22.20 | 63.73 | 35% |
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