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FSMVX vs JVMTX
FSMVX vs JVMTX Comparison
Open Charts FSMVX vs JVMTX
FSMVX vs JVMTX Comparison Chart in %
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FSMVX vs. JVMTX commentary
Jun 04, 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 Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. FSMVX (2.16B). FSMVX pays higher dividends than JVMTX: FSMVX (0.67) vs JVMTX (0.59). FSMVX was incepted earlier than JVMTX: FSMVX (25 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FSMVX (0.84). FSMVX is a more actively managed with annual turnover of: 84.00 vs. JVMTX (49.00). FSMVX (0) and JVMTX (0) have matching initial minimum investment requirements. FSMVX annual gain was more profitable for investors over the last year : 28.50 vs. JVMTX (6.89). FSMVX return over 5 years is better than : 30.42 vs. JVMTX (4.06).
| FSMVX | JVMTX | FSMVX / JVMTX | |
| Total Expense Ratio | 0.84 | 0.99 | 85% |
| Annual Report Gross Expense Ratio | 0.84 | 1.10 | 76% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 14.473 | 6.125 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 22.5B | 10% |
| Annual Yield % from dividends | 0.67 | 0.59 | 114% |
| Returns for 1 year | 28.50 | 6.89 | 413% |
| Returns for 3 years | 48.56 | 19.63 | 247% |
| Returns for 5 years | 30.42 | 4.06 | 749% |
| Returns for 10 years | 66.37 | 52.13 | 127% |
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