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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
Sep 12, 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. FSOAX (2.63B). FSOAX pays higher dividends than JVMIX: FSOAX (0.75) vs JVMIX (0.65). 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 : 18.27 vs. JVMIX (2.36). FSOAX return over 5 years is better than : 28.50 vs. JVMIX (16.01).
| 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 | 25.327 | 13.178 | 192% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63B | 23.2B | 11% |
| Annual Yield % from dividends | 0.75 | 0.65 | 114% |
| Returns for 1 year | 18.27 | 2.36 | 775% |
| Returns for 3 years | 28.06 | 21.56 | 130% |
| Returns for 5 years | 28.50 | 16.01 | 178% |
| Returns for 10 years | 41.68 | 60.41 | 69% |
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