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FRBSX vs JVMRX
FRBSX vs JVMRX Comparison
Open Charts FRBSX vs JVMRX
FRBSX vs JVMRX Comparison Chart in %
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FRBSX vs. JVMRX commentary
Aug 27, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. FRBSX (785M). FRBSX pays higher dividends than JVMRX: FRBSX (0.95) vs JVMRX (0.75). 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). FRBSX (48.72) and JVMRX (48.00) have comparable annual turnover. FRBSX has a lower initial minimum investment than JVMRX: FRBSX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.88 vs. FRBSX (5.97). JVMRX return over 5 years is better than : 18.65 vs. FRBSX (4.72).
| 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 | 11.870 | 17.480 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 785M | 24.1B | 3% |
| Annual Yield % from dividends | 0.95 | 0.75 | 126% |
| Returns for 1 year | 5.97 | 8.88 | 67% |
| Returns for 3 years | 26.18 | 27.55 | 95% |
| Returns for 5 years | 4.72 | 18.65 | 25% |
| Returns for 10 years | 18.30 | 64.58 | 28% |
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