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FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
Open Charts FMPEX vs JVMIX
FMPEX vs JVMIX Comparison Chart in %
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FMPEX vs. JVMIX commentary
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FMPEX (2.47B). JVMIX pays higher dividends than FMPEX: JVMIX (0.65) vs FMPEX (0.00). FMPEX was incepted earlier than JVMIX: FMPEX (20 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 : 18.63 vs. JVMIX (2.36). FMPEX return over 5 years is better than : 29.70 vs. JVMIX (16.01).
| FMPEX | JVMIX | FMPEX / JVMIX | |
| Total Expense Ratio | 1.89 | 0.85 | 222% |
| Annual Report Gross Expense Ratio | 1.89 | 0.86 | 220% |
| Fund Existence | 20 years | 29 years | - |
| Gain YTD | 19.572 | 13.178 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 23.2B | 11% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | 18.63 | 2.36 | 790% |
| Returns for 3 years | 39.96 | 21.56 | 185% |
| Returns for 5 years | 29.70 | 16.01 | 185% |
| Returns for 10 years | 60.48 | 60.41 | 100% |
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