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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
Aug 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 FSMVX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FSMVX (2.39B). JVMIX pays higher dividends than FSMVX: JVMIX (0.66) 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 : 30.11 vs. JVMIX (8.75). FSMVX return over 5 years is better than : 41.88 vs. JVMIX (15.79).
| 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 | 22.588 | 14.270 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 23.6B | 10% |
| Annual Yield % from dividends | 0.63 | 0.66 | 95% |
| Returns for 1 year | 30.11 | 8.75 | 344% |
| Returns for 3 years | 42.44 | 18.93 | 224% |
| Returns for 5 years | 41.88 | 15.79 | 265% |
| Returns for 10 years | 77.70 | 62.51 | 124% |
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