Interact to see
Advertisement
Advertisement
FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
Open Charts FMPEX vs JVMIX
FMPEX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMPEX 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 FMPEX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FMPEX (2.39B). JVMIX pays higher dividends than FMPEX: JVMIX (0.66) vs FMPEX (0.00). FMPEX was incepted earlier than JVMIX: FMPEX (19 years) vs JVMIX (29 years). FMPEX (1.89) is less costly to investors than JVMIX (0.86). FMPEX is a more actively managed with annual turnover of: 84.00 vs. JVMIX (48.00). FMPEX has a lower initial minimum investment than JVMIX: FMPEX (0) vs JVMIX (250000). FMPEX annual gain was more profitable for investors over the last year : 28.08 vs. JVMIX (8.75). FMPEX return over 5 years is better than : 32.12 vs. JVMIX (15.79).
| FMPEX | JVMIX | FMPEX / JVMIX | |
| Total Expense Ratio | 1.89 | 0.85 | 222% |
| Annual Report Gross Expense Ratio | 1.89 | 0.86 | 220% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 21.540 | 14.270 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 23.6B | 10% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 28.08 | 8.75 | 321% |
| Returns for 3 years | 36.31 | 18.93 | 192% |
| Returns for 5 years | 32.12 | 15.79 | 203% |
| Returns for 10 years | 61.79 | 62.51 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers