Interact to see
Advertisement
Advertisement
FRBSX vs JVMRX
FRBSX vs JVMRX Comparison
Open Charts FRBSX vs JVMRX
FRBSX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRBSX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. FRBSX (755M). FRBSX pays higher dividends than JVMRX: FRBSX (0.98) vs JVMRX (0.81). FRBSX was incepted earlier than JVMRX: FRBSX (36 years) vs JVMRX (15 years). FRBSX (0.93) is less costly to investors than JVMRX (0.75). JVMRX (49.00) and FRBSX (48.72) have comparable annual turnover. FRBSX has a lower initial minimum investment than JVMRX: FRBSX (1000) vs JVMRX (1000000). FRBSX annual gain was more profitable for investors over the last year : 9.53 vs. JVMRX (7.17). JVMRX return over 5 years is better than : 5.11 vs. FRBSX (-2.50).
| FRBSX | JVMRX | FRBSX / JVMRX | |
| Total Expense Ratio | 0.91 | 0.74 | 123% |
| Annual Report Gross Expense Ratio | 0.93 | 0.75 | 124% |
| Fund Existence | 36 years | 15 years | - |
| Gain YTD | 5.949 | 6.227 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 22.5B | 3% |
| Annual Yield % from dividends | 0.98 | 0.81 | 121% |
| Returns for 1 year | 9.53 | 7.17 | 133% |
| Returns for 3 years | 22.68 | 20.52 | 111% |
| Returns for 5 years | -2.50 | 5.11 | -49% |
| Returns for 10 years | 15.35 | 54.85 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers