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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 23, 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: 24.1B 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 : 17.95 vs. JVMRX (10.74). FIVVX return over 5 years is better than : 24.13 vs. JVMRX (20.84).
| 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 | 21.501 | 17.444 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 24.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.75 | - |
| Returns for 1 year | 17.95 | 10.74 | 167% |
| Returns for 3 years | 41.11 | 28.30 | 145% |
| Returns for 5 years | 24.13 | 20.84 | 116% |
| Returns for 10 years | 19.71 | 64.05 | 31% |
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