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FNKIX vs JVMRX
FNKIX vs JVMRX Comparison
Open Charts FNKIX vs JVMRX
FNKIX vs JVMRX Comparison Chart in %
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FNKIX vs. JVMRX commentary
Sep 12, 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 FNKIX is a Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. FNKIX (34.1M). FNKIX pays higher dividends than JVMRX: FNKIX (1.24) vs JVMRX (0.74). FNKIX was incepted earlier than JVMRX: FNKIX (16 years) vs JVMRX (15 years). FNKIX (0.99) is less costly to investors than JVMRX (0.75). FNKIX is a more actively managed with annual turnover of: 105.26 vs. JVMRX (48.00). FNKIX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 2.46 vs. FNKIX (1.11). FNKIX return over 5 years is better than : 37.77 vs. JVMRX (16.49).
| FNKIX | JVMRX | FNKIX / JVMRX | |
| Total Expense Ratio | 0.99 | 0.74 | 134% |
| Annual Report Gross Expense Ratio | 0.99 | 0.75 | 132% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 15.361 | 13.256 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.1M | 23.2B | 0% |
| Annual Yield % from dividends | 1.24 | 0.74 | 166% |
| Returns for 1 year | 1.11 | 2.46 | 45% |
| Returns for 3 years | 35.97 | 21.93 | 164% |
| Returns for 5 years | 37.77 | 16.49 | 229% |
| Returns for 10 years | 56.38 | 61.53 | 92% |
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