FSOAX
Price
$51.49
Change
-$0.60 (-1.15%)
Updated
Jun 23 closing price
Net Assets
2.2B
JVMRX
Price
$29.95
Change
-$0.05 (-0.17%)
Updated
Jun 23 closing price
Net Assets
22.92B
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FSOAX vs JVMRX

FSOAX vs JVMRX Comparison Chart in %
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FSOAX vs. JVMRX commentary
Jun 24, 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 JVMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. FSOAX (2.2B). JVMRX (0.81) and FSOAX (0.80) have matching dividends . FSOAX was incepted earlier than JVMRX: FSOAX (30 years) vs JVMRX (15 years). FSOAX (0.96) is less costly to investors than JVMRX (0.75). FSOAX is a more actively managed with annual turnover of: 57.00 vs. JVMRX (48.00). FSOAX has a lower initial minimum investment than JVMRX: FSOAX (0) vs JVMRX (1000000). FSOAX annual gain was more profitable for investors over the last year : 28.54 vs. JVMRX (7.59). FSOAX return over 5 years is better than : 25.87 vs. JVMRX (10.89).
FSOAXJVMRXFSOAX / JVMRX
Total Expense Ratio0.960.74130%
Annual Report Gross Expense Ratio0.960.75128%
Fund Existence30 years15 years-
Gain YTD23.9949.250259%
Front Load6%N/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.2B22.9B10%
Annual Yield % from dividends0.800.8199%
Returns for 1 year28.547.59376%
Returns for 3 years36.1822.28162%
Returns for 5 years25.8710.89238%
Returns for 10 years47.5265.6472%
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