Interact to see
Advertisement
Advertisement
FSOAX vs JVMRX
FSOAX vs JVMRX Comparison
Open Charts FSOAX vs JVMRX
FSOAX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSOAX vs. JVMRX 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B 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 (49.00). 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 : 29.80 vs. JVMRX (7.17). FSOAX return over 5 years is better than : 19.18 vs. JVMRX (5.11).
| 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 | 20.495 | 6.227 | 329% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 22.5B | 10% |
| Annual Yield % from dividends | 0.80 | 0.81 | 99% |
| Returns for 1 year | 29.80 | 7.17 | 416% |
| Returns for 3 years | 32.00 | 20.52 | 156% |
| Returns for 5 years | 19.18 | 5.11 | 375% |
| Returns for 10 years | 37.56 | 54.85 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers