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FMPEX vs JVMIX
FMPEX vs JVMIX Comparison
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FMPEX vs JVMIX Comparison Chart in %
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FMPEX vs. JVMIX commentary
Jul 14, 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: 23.3B vs. FMPEX (2.32B). JVMIX pays higher dividends than FMPEX: JVMIX (0.68) 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 : 24.70 vs. JVMIX (6.21). FMPEX return over 5 years is better than : 34.04 vs. JVMIX (13.89).
| 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 | 20.228 | 11.795 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 23.3B | 10% |
| Annual Yield % from dividends | 0.00 | 0.68 | - |
| Returns for 1 year | 24.70 | 6.21 | 398% |
| Returns for 3 years | 39.32 | 17.79 | 221% |
| Returns for 5 years | 34.04 | 13.89 | 245% |
| Returns for 10 years | 57.91 | 58.60 | 99% |
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