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FMVQX vs JVMIX
FMVQX vs JVMIX Comparison
Open Charts FMVQX vs JVMIX
FMVQX vs JVMIX Comparison Chart in %
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FMVQX vs. JVMIX commentary
Jun 17, 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 FMVQX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FMVQX (374M). FMVQX pays higher dividends than JVMIX: FMVQX (1.26) vs JVMIX (0.71). FMVQX was incepted earlier than JVMIX: FMVQX (8 years) vs JVMIX (29 years). JVMIX (0.86) and FMVQX (0.83) have similar cost to investors . JVMIX is a more actively managed with annual turnover of: 48.00 vs. FMVQX (19.00). JVMIX has a lower initial minimum investment than FMVQX: JVMIX (250000) vs FMVQX (1000000). FMVQX annual gain was more profitable for investors over the last year : 17.56 vs. JVMIX (9.38). FMVQX return over 5 years is better than : 28.28 vs. JVMIX (12.55).
| FMVQX | JVMIX | FMVQX / JVMIX | |
| Total Expense Ratio | 0.76 | 0.85 | 89% |
| Annual Report Gross Expense Ratio | 0.83 | 0.86 | 97% |
| Fund Existence | 8 years | 29 years | - |
| Gain YTD | 20.030 | 10.193 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 23.2B | 2% |
| Annual Yield % from dividends | 1.26 | 0.71 | 177% |
| Returns for 1 year | 17.56 | 9.38 | 187% |
| Returns for 3 years | 31.84 | 20.52 | 155% |
| Returns for 5 years | 28.28 | 12.55 | 225% |
| Returns for 10 years | N/A | 62.63 | - |
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