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FSOAX vs JVMIX
FSOAX vs JVMIX Comparison
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FSOAX vs JVMIX Comparison Chart in %
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FSOAX vs. JVMIX commentary
Jun 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 FSOAX is a Buy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FSOAX (2.2B). FSOAX pays higher dividends than JVMIX: FSOAX (0.80) vs JVMIX (0.71). FSOAX was incepted earlier than JVMIX: FSOAX (30 years) vs JVMIX (29 years). FSOAX (0.96) is less costly to investors than JVMIX (0.86). FSOAX is a more actively managed with annual turnover of: 57.00 vs. JVMIX (48.00). FSOAX has a lower initial minimum investment than JVMIX: FSOAX (0) vs JVMIX (250000). FSOAX annual gain was more profitable for investors over the last year : 28.04 vs. JVMIX (9.11). FSOAX return over 5 years is better than : 21.78 vs. JVMIX (8.89).
| FSOAX | JVMIX | FSOAX / JVMIX | |
| Total Expense Ratio | 0.96 | 0.85 | 113% |
| Annual Report Gross Expense Ratio | 0.96 | 0.86 | 112% |
| Fund Existence | 30 years | 29 years | - |
| Gain YTD | 23.233 | 10.157 | 229% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 23.2B | 9% |
| Annual Yield % from dividends | 0.80 | 0.71 | 112% |
| Returns for 1 year | 28.04 | 9.11 | 308% |
| Returns for 3 years | 31.49 | 20.95 | 150% |
| Returns for 5 years | 21.78 | 8.89 | 245% |
| Returns for 10 years | 43.44 | 62.82 | 69% |
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