FRBSX
Price
$39.18
Change
-$0.31 (-0.79%)
Updated
Aug 25 closing price
Net Assets
784.82M
JVMCX
Price
$29.76
Change
-$0.07 (-0.23%)
Updated
Aug 25 closing price
Net Assets
24.14B
Interact to see
Advertisement

FRBSX vs JVMCX

FRBSX vs JVMCX Comparison Chart in %
View a ticker or compare two or three
VS
FRBSX vs. JVMCX commentary
Aug 27, 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 FRBSX is a Buy and JVMCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.1B vs. FRBSX (785M). FRBSX pays higher dividends than JVMCX: FRBSX (0.95) vs JVMCX (0.00). FRBSX was incepted earlier than JVMCX: FRBSX (36 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than FRBSX (0.93). FRBSX (48.72) and JVMCX (48.00) have comparable annual turnover. FRBSX (1000) and JVMCX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 7.07 vs. FRBSX (5.97). JVMCX return over 5 years is better than : 11.36 vs. FRBSX (4.72).
FRBSXJVMCXFRBSX / JVMCX
Total Expense Ratio0.911.8549%
Annual Report Gross Expense Ratio0.931.8650%
Fund Existence36 years15 years-
Gain YTD11.87016.61571%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets785M24.1B3%
Annual Yield % from dividends0.950.00-
Returns for 1 year5.977.0784%
Returns for 3 years26.1821.63121%
Returns for 5 years4.7211.3642%
Returns for 10 years18.3047.9238%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HWAIX47.51N/A
N/A
Hotchkis & Wiley Opps Instl
TSMMX19.65N/A
N/A
Nuveen Quant Small/Mid Cap Eq Premier
BSGIX16.67N/A
N/A
Baird Small/Mid Cap Growth Institutional
FGIEX76.61N/A
N/A
Fidelity Advisor® Growth & Income M
MSOIX39.30-0.09
-0.23%
NYLI WMC Enduring Capital Class I