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FSMVX vs JVMIX
FSMVX vs JVMIX Comparison
Open Charts FSMVX vs JVMIX
FSMVX vs JVMIX Comparison Chart in %
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FSMVX vs. JVMIX commentary
Sep 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 FSMVX is a Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. FSMVX (2.47B). JVMIX (0.65) and FSMVX (0.62) have matching dividends . FSMVX was incepted earlier than JVMIX: FSMVX (25 years) vs JVMIX (29 years). JVMIX (0.86) and FSMVX (0.84) have similar cost to investors . FSMVX is a more actively managed with annual turnover of: 84.00 vs. JVMIX (48.00). FSMVX has a lower initial minimum investment than JVMIX: FSMVX (0) vs JVMIX (250000). FSMVX annual gain was more profitable for investors over the last year : 21.64 vs. JVMIX (3.25). FSMVX return over 5 years is better than : 40.58 vs. JVMIX (17.02).
| FSMVX | JVMIX | FSMVX / JVMIX | |
| Total Expense Ratio | 0.84 | 0.85 | 99% |
| Annual Report Gross Expense Ratio | 0.84 | 0.86 | 98% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 21.853 | 14.161 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 23.4B | 11% |
| Annual Yield % from dividends | 0.62 | 0.65 | 95% |
| Returns for 1 year | 21.64 | 3.25 | 666% |
| Returns for 3 years | 47.57 | 22.62 | 210% |
| Returns for 5 years | 40.58 | 17.02 | 238% |
| Returns for 10 years | 77.79 | 61.80 | 126% |
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