Interact to see
Advertisement
Advertisement
FRBSX vs JVMIX
FRBSX vs JVMIX Comparison
Open Charts FRBSX vs JVMIX
FRBSX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMIX commentary
Jun 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. FRBSX (755M). FRBSX pays higher dividends than JVMIX: FRBSX (0.98) vs JVMIX (0.71). FRBSX was incepted earlier than JVMIX: FRBSX (36 years) vs JVMIX (29 years). FRBSX (0.93) is less costly to investors than JVMIX (0.86). JVMIX (49.00) and FRBSX (48.72) have comparable annual turnover. FRBSX has a lower initial minimum investment than JVMIX: FRBSX (1000) vs JVMIX (250000). FRBSX annual gain was more profitable for investors over the last year : 9.53 vs. JVMIX (7.06). JVMIX return over 5 years is better than : 4.68 vs. FRBSX (-2.50).
| FRBSX | JVMIX | FRBSX / JVMIX | |
| Total Expense Ratio | 0.91 | 0.85 | 107% |
| Annual Report Gross Expense Ratio | 0.93 | 0.86 | 108% |
| Fund Existence | 36 years | 29 years | - |
| Gain YTD | 5.949 | 6.189 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 22.5B | 3% |
| Annual Yield % from dividends | 0.98 | 0.71 | 138% |
| Returns for 1 year | 9.53 | 7.06 | 135% |
| Returns for 3 years | 22.68 | 20.15 | 113% |
| Returns for 5 years | -2.50 | 4.68 | -53% |
| Returns for 10 years | 15.35 | 53.81 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement