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FRBSX vs JVMIX
FRBSX vs JVMIX Comparison
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FRBSX vs JVMIX Comparison Chart in %
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FRBSX vs. JVMIX commentary
Jun 24, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. FRBSX (778M). 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). FRBSX (48.72) and JVMIX (48.00) 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 : 10.68 vs. JVMIX (7.97). JVMIX return over 5 years is better than : 10.93 vs. FRBSX (4.23).
| 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 | 9.207 | 8.846 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 22.9B | 3% |
| Annual Yield % from dividends | 0.98 | 0.71 | 138% |
| Returns for 1 year | 10.68 | 7.97 | 134% |
| Returns for 3 years | 25.85 | 21.50 | 120% |
| Returns for 5 years | 4.23 | 10.93 | 39% |
| Returns for 10 years | 23.08 | 63.98 | 36% |
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