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FMPEX vs JVMSX
FMPEX vs JVMSX Comparison
Open Charts FMPEX vs JVMSX
FMPEX vs JVMSX Comparison Chart in %
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FMPEX vs. JVMSX 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. FMPEX (2.39B). JVMSX pays higher dividends than FMPEX: JVMSX (0.34) vs FMPEX (0.00). FMPEX was incepted earlier than JVMSX: FMPEX (19 years) vs JVMSX (14 years). FMPEX (1.89) is less costly to investors than JVMSX (1.25). FMPEX is a more actively managed with annual turnover of: 84.00 vs. JVMSX (48.00). FMPEX (0) and JVMSX (0) have matching initial minimum investment requirements. FMPEX annual gain was more profitable for investors over the last year : 28.08 vs. JVMSX (8.28). FMPEX return over 5 years is better than : 32.12 vs. JVMSX (13.82).
| FMPEX | JVMSX | FMPEX / JVMSX | |
| Total Expense Ratio | 1.89 | 1.24 | 152% |
| Annual Report Gross Expense Ratio | 1.89 | 1.25 | 151% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 21.540 | 13.988 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 23.6B | 10% |
| Annual Yield % from dividends | 0.00 | 0.34 | - |
| Returns for 1 year | 28.08 | 8.28 | 339% |
| Returns for 3 years | 36.31 | 17.35 | 209% |
| Returns for 5 years | 32.12 | 13.82 | 232% |
| Returns for 10 years | 61.79 | 57.71 | 107% |
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