FSOAX
Price
$50.78
Change
+$0.16 (+0.32%)
Updated
Jun 2 closing price
Net Assets
2.2B
JVMCX
Price
$27.29
Change
+$0.24 (+0.89%)
Updated
Jun 2 closing price
Net Assets
22.49B
Interact to see
Advertisement

FSOAX vs JVMCX

Header iconFSOAX vs JVMCX Comparison
Open Charts FSOAX vs JVMCXBanner chart's image
FSOAX vs JVMCX Comparison Chart in %
View a ticker or compare two or three
VS
FSOAX vs. JVMCX 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 FSOAX is a Hold and JVMCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.5B vs. FSOAX (2.2B). FSOAX pays higher dividends than JVMCX: FSOAX (0.80) vs JVMCX (0.00). FSOAX was incepted earlier than JVMCX: FSOAX (30 years) vs JVMCX (15 years). JVMCX (1.86) is less costly to investors than FSOAX (0.96). FSOAX is a more actively managed with annual turnover of: 57.00 vs. JVMCX (49.00). FSOAX has a lower initial minimum investment than JVMCX: FSOAX (0) vs JVMCX (1000). FSOAX annual gain was more profitable for investors over the last year : 29.80 vs. JVMCX (5.42). FSOAX return over 5 years is better than : 19.18 vs. JVMCX (-1.33).
FSOAXJVMCXFSOAX / JVMCX
Total Expense Ratio0.961.8552%
Annual Report Gross Expense Ratio0.961.8652%
Fund Existence30 years15 years-
Gain YTD20.4955.747357%
Front Load6%N/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B22.5B10%
Annual Yield % from dividends0.800.00-
Returns for 1 year29.805.42550%
Returns for 3 years32.0014.98214%
Returns for 5 years19.18-1.33-1,438%
Returns for 10 years37.5639.2496%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PLFPX36.80N/A
N/A
Principal Large Cap S&P 500 Index R5
MINVX29.46N/A
N/A
Madison Large Cap Y
SESLX34.88N/A
N/A
1919 Socially Responsive Balanced C
MADFX37.56N/A
N/A
Matrix Advisors Dividend
CIVKX21.24N/A
N/A
American Funds International Vntg 529F-1