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FMPTX vs JVMSX
FMPTX vs JVMSX Comparison
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FMPTX vs JVMSX Comparison Chart in %
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FMPTX vs. JVMSX commentary
Jul 14, 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 JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. FMPTX (2.32B). JVMSX pays higher dividends than FMPTX: JVMSX (0.35) vs FMPTX (0.27). FMPTX was incepted earlier than JVMSX: FMPTX (19 years) vs JVMSX (14 years). FMPTX (1.38) is less costly to investors than JVMSX (1.25). FMPTX is a more actively managed with annual turnover of: 84.00 vs. JVMSX (48.00). FMPTX (0) and JVMSX (0) have matching initial minimum investment requirements. FMPTX annual gain was more profitable for investors over the last year : 25.72 vs. JVMSX (5.76). FMPTX return over 5 years is better than : 38.87 vs. JVMSX (11.93).
| FMPTX | JVMSX | FMPTX / JVMSX | |
| Total Expense Ratio | 1.38 | 1.24 | 111% |
| Annual Report Gross Expense Ratio | 1.38 | 1.25 | 110% |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 20.707 | 11.534 | 180% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 23.3B | 10% |
| Annual Yield % from dividends | 0.27 | 0.35 | 77% |
| Returns for 1 year | 25.72 | 5.76 | 446% |
| Returns for 3 years | 42.36 | 16.25 | 261% |
| Returns for 5 years | 38.87 | 11.93 | 326% |
| Returns for 10 years | 65.42 | 53.94 | 121% |
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