Interact to see
Advertisement
Advertisement
FMVQX vs JVMRX
FMVQX vs JVMRX Comparison
Open Charts FMVQX vs JVMRX
FMVQX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMVQX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. FMVQX (374M). FMVQX pays higher dividends than JVMRX: FMVQX (1.26) vs JVMRX (0.81). 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 : 17.56 vs. JVMRX (9.49). FMVQX return over 5 years is better than : 28.28 vs. JVMRX (13.01).
| 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 | 20.030 | 10.233 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 374M | 23.2B | 2% |
| Annual Yield % from dividends | 1.26 | 0.81 | 156% |
| Returns for 1 year | 17.56 | 9.49 | 185% |
| Returns for 3 years | 31.84 | 20.89 | 152% |
| Returns for 5 years | 28.28 | 13.01 | 217% |
| Returns for 10 years | N/A | 63.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement