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FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts 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.
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).
| FSOAX | JVMRX | FSOAX / JVMRX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.96 | 0.75 | 128% |
| Fund Existence | 30 years | 15 years | - |
| Gain YTD | 23.994 | 9.250 | 259% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 22.9B | 10% |
| Annual Yield % from dividends | 0.80 | 0.81 | 99% |
| Returns for 1 year | 28.54 | 7.59 | 376% |
| Returns for 3 years | 36.18 | 22.28 | 162% |
| Returns for 5 years | 25.87 | 10.89 | 238% |
| Returns for 10 years | 47.52 | 65.64 | 72% |
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