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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
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 JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FRBSX (778M). FRBSX pays higher dividends than JVMIX: FRBSX (0.95) vs JVMIX (0.66). 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 : 10.12 vs. JVMIX (8.75). JVMIX return over 5 years is better than : 15.79 vs. FRBSX (5.04).
| 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 | 10.538 | 14.270 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 23.6B | 3% |
| Annual Yield % from dividends | 0.95 | 0.66 | 143% |
| Returns for 1 year | 10.12 | 8.75 | 116% |
| Returns for 3 years | 18.85 | 18.93 | 100% |
| Returns for 5 years | 5.04 | 15.79 | 32% |
| Returns for 10 years | 19.97 | 62.51 | 32% |
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