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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
Jun 04, 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 Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. FMPEX (2.16B). JVMIX pays higher dividends than FMPEX: JVMIX (0.71) 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 (49.00). 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 : 26.46 vs. JVMIX (7.06). FMPEX return over 5 years is better than : 21.44 vs. JVMIX (4.68).
| 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 | 13.669 | 6.189 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 22.5B | 10% |
| Annual Yield % from dividends | 0.00 | 0.71 | - |
| Returns for 1 year | 26.46 | 7.06 | 375% |
| Returns for 3 years | 42.18 | 20.15 | 209% |
| Returns for 5 years | 21.44 | 4.68 | 458% |
| Returns for 10 years | 51.52 | 53.81 | 96% |
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