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FMPTX vs JVMRX
FMPTX vs JVMRX Comparison
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FMPTX vs JVMRX Comparison Chart in %
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FMPTX vs. JVMRX commentary
Aug 23, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. FMPTX (2.39B). JVMRX pays higher dividends than FMPTX: JVMRX (0.75) vs FMPTX (0.27). FMPTX was incepted earlier than JVMRX: FMPTX (20 years) vs JVMRX (15 years). FMPTX (1.38) is less costly to investors than JVMRX (0.75). FMPTX is a more actively managed with annual turnover of: 84.00 vs. JVMRX (48.00). FMPTX has a lower initial minimum investment than JVMRX: FMPTX (0) vs JVMRX (1000000). FMPTX annual gain was more profitable for investors over the last year : 29.16 vs. JVMRX (10.74). FMPTX return over 5 years is better than : 37.85 vs. JVMRX (20.84).
| FMPTX | JVMRX | FMPTX / JVMRX | |
| Total Expense Ratio | 1.38 | 0.74 | 186% |
| Annual Report Gross Expense Ratio | 1.38 | 0.75 | 184% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 23.844 | 17.444 | 137% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 24.1B | 10% |
| Annual Yield % from dividends | 0.27 | 0.75 | 36% |
| Returns for 1 year | 29.16 | 10.74 | 272% |
| Returns for 3 years | 49.57 | 28.30 | 175% |
| Returns for 5 years | 37.85 | 20.84 | 182% |
| Returns for 10 years | 67.98 | 64.05 | 106% |
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