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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
Jul 09, 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: 23.4B vs. FMVQX (372M). FMVQX pays higher dividends than JVMIX: FMVQX (1.21) vs JVMIX (0.68). 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 : 12.92 vs. JVMIX (6.64). FMVQX return over 5 years is better than : 25.54 vs. JVMIX (12.66).
| 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 | 20.202 | 12.013 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 23.4B | 2% |
| Annual Yield % from dividends | 1.21 | 0.68 | 178% |
| Returns for 1 year | 12.92 | 6.64 | 195% |
| Returns for 3 years | 30.08 | 20.82 | 144% |
| Returns for 5 years | 25.54 | 12.66 | 202% |
| Returns for 10 years | N/A | 61.93 | - |
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