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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
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FSOAX (2.33B). FSOAX pays higher dividends than JVMIX: FSOAX (0.76) vs JVMIX (0.68). 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 : 24.62 vs. JVMIX (6.73). FSOAX return over 5 years is better than : 31.99 vs. JVMIX (15.71).
| 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 | 28.089 | 13.615 | 206% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 23.6B | 10% |
| Annual Yield % from dividends | 0.76 | 0.68 | 112% |
| Returns for 1 year | 24.62 | 6.73 | 366% |
| Returns for 3 years | 26.70 | 18.73 | 143% |
| Returns for 5 years | 31.99 | 15.71 | 204% |
| Returns for 10 years | 45.03 | 59.46 | 76% |
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