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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 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 JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B 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 (49.00). 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 : 29.80 vs. JVMIX (7.06). FSOAX return over 5 years is better than : 19.18 vs. JVMIX (4.68).
| 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 | 20.495 | 6.189 | 331% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 22.5B | 10% |
| Annual Yield % from dividends | 0.80 | 0.71 | 112% |
| Returns for 1 year | 29.80 | 7.06 | 422% |
| Returns for 3 years | 32.00 | 20.15 | 159% |
| Returns for 5 years | 19.18 | 4.68 | 410% |
| Returns for 10 years | 37.56 | 53.81 | 70% |
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