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FMPTX vs JVMIX
FMPTX vs JVMIX Comparison
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FMPTX vs JVMIX Comparison Chart in %
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FMPTX vs. JVMIX commentary
Jun 24, 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 FMPTX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. FMPTX (2.16B). JVMIX pays higher dividends than FMPTX: JVMIX (0.71) vs FMPTX (0.29). FMPTX was incepted earlier than JVMIX: FMPTX (19 years) vs JVMIX (29 years). FMPTX (1.38) is less costly to investors than JVMIX (0.86). FMPTX is a more actively managed with annual turnover of: 84.00 vs. JVMIX (48.00). FMPTX has a lower initial minimum investment than JVMIX: FMPTX (0) vs JVMIX (250000). FMPTX annual gain was more profitable for investors over the last year : 30.45 vs. JVMIX (7.97). FMPTX return over 5 years is better than : 36.34 vs. JVMIX (10.93).
| FMPTX | JVMIX | FMPTX / JVMIX | |
| Total Expense Ratio | 1.38 | 0.85 | 162% |
| Annual Report Gross Expense Ratio | 1.38 | 0.86 | 160% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 18.725 | 8.846 | 212% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 22.9B | 9% |
| Annual Yield % from dividends | 0.29 | 0.71 | 40% |
| Returns for 1 year | 30.45 | 7.97 | 382% |
| Returns for 3 years | 50.02 | 21.50 | 233% |
| Returns for 5 years | 36.34 | 10.93 | 332% |
| Returns for 10 years | 71.39 | 63.98 | 112% |
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