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FRBSX vs JVMCX
FRBSX vs JVMCX Comparison
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FRBSX vs JVMCX Comparison Chart in %
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FRBSX vs. JVMCX commentary
Aug 03, 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.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. FRBSX (778M). 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. FRBSX annual gain was more profitable for investors over the last year : 10.12 vs. JVMCX (7.03). JVMCX return over 5 years is better than : 9.14 vs. FRBSX (5.04).
| FRBSX | JVMCX | FRBSX / JVMCX | |
| Total Expense Ratio | 0.91 | 1.85 | 49% |
| Annual Report Gross Expense Ratio | 0.93 | 1.86 | 50% |
| Fund Existence | 36 years | 15 years | - |
| Gain YTD | 10.538 | 13.604 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.6B | 3% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 10.12 | 7.03 | 144% |
| Returns for 3 years | 18.85 | 13.80 | 137% |
| Returns for 5 years | 5.04 | 9.14 | 55% |
| Returns for 10 years | 19.97 | 47.16 | 42% |
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