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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
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FSMVX (2.32B). JVMIX pays higher dividends than FSMVX: JVMIX (0.68) vs FSMVX (0.63). 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 : 26.69 vs. JVMIX (6.21). FSMVX return over 5 years is better than : 43.98 vs. JVMIX (13.89).
| 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 | 21.214 | 11.795 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 23.3B | 10% |
| Annual Yield % from dividends | 0.63 | 0.68 | 93% |
| Returns for 1 year | 26.69 | 6.21 | 430% |
| Returns for 3 years | 45.59 | 17.79 | 256% |
| Returns for 5 years | 43.98 | 13.89 | 317% |
| Returns for 10 years | 73.39 | 58.60 | 125% |
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