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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
Jul 14, 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: 23.3B vs. FRBSX (772M). FRBSX pays higher dividends than JVMIX: FRBSX (0.95) vs JVMIX (0.68). 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 : 7.00 vs. JVMIX (6.21). JVMIX return over 5 years is better than : 13.89 vs. FRBSX (4.29).
| 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 | 9.717 | 11.795 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 23.3B | 3% |
| Annual Yield % from dividends | 0.95 | 0.68 | 139% |
| Returns for 1 year | 7.00 | 6.21 | 113% |
| Returns for 3 years | 20.23 | 17.79 | 114% |
| Returns for 5 years | 4.29 | 13.89 | 31% |
| Returns for 10 years | 17.28 | 58.60 | 29% |
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