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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. FRBSX (778M). 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). 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). FRBSX annual gain was more profitable for investors over the last year : 10.68 vs. JVMRX (8.08). JVMRX return over 5 years is better than : 11.43 vs. FRBSX (4.23).
| 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 | 9.207 | 8.922 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 22.9B | 3% |
| Annual Yield % from dividends | 0.98 | 0.81 | 121% |
| Returns for 1 year | 10.68 | 8.08 | 132% |
| Returns for 3 years | 25.85 | 21.91 | 118% |
| Returns for 5 years | 4.23 | 11.43 | 37% |
| Returns for 10 years | 23.08 | 65.14 | 35% |
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