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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. FMPTX (2.47B). JVMRX pays higher dividends than FMPTX: JVMRX (0.74) 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 : 19.56 vs. JVMRX (2.46). FMPTX return over 5 years is better than : 34.32 vs. JVMRX (16.49).
| 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 | 20.112 | 13.256 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 23.2B | 11% |
| Annual Yield % from dividends | 0.27 | 0.74 | 36% |
| Returns for 1 year | 19.56 | 2.46 | 794% |
| Returns for 3 years | 42.92 | 21.93 | 196% |
| Returns for 5 years | 34.32 | 16.49 | 208% |
| Returns for 10 years | 68.03 | 61.53 | 111% |
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