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FMVQX vs JVMRX
FMVQX vs JVMRX Comparison
Open Charts FMVQX vs JVMRX
FMVQX vs JVMRX Comparison Chart in %
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FMVQX vs. JVMRX commentary
Sep 05, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. FMVQX (379M). FMVQX pays higher dividends than JVMRX: FMVQX (1.24) vs JVMRX (0.74). FMVQX was incepted earlier than JVMRX: FMVQX (8 years) vs JVMRX (15 years). FMVQX (0.83) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. FMVQX (19.00). FMVQX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. FMVQX annual gain was more profitable for investors over the last year : 7.87 vs. JVMRX (7.10). FMVQX return over 5 years is better than : 20.96 vs. JVMRX (17.50).
| FMVQX | JVMRX | FMVQX / JVMRX | |
| Total Expense Ratio | 0.76 | 0.74 | 103% |
| Annual Report Gross Expense Ratio | 0.83 | 0.75 | 111% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 18.145 | 16.715 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 23.9B | 2% |
| Annual Yield % from dividends | 1.24 | 0.74 | 166% |
| Returns for 1 year | 7.87 | 7.10 | 111% |
| Returns for 3 years | 25.69 | 25.23 | 102% |
| Returns for 5 years | 20.96 | 17.50 | 120% |
| Returns for 10 years | N/A | 61.26 | - |
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