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FSOAX vs JVMTX
FSOAX vs JVMTX Comparison
Open Charts FSOAX vs JVMTX
FSOAX vs JVMTX Comparison Chart in %
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FSOAX vs. JVMTX commentary
Jun 25, 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 JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. FSOAX (2.2B). FSOAX pays higher dividends than JVMTX: FSOAX (0.80) vs JVMTX (0.59). FSOAX was incepted earlier than JVMTX: FSOAX (30 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than FSOAX (0.96). FSOAX is a more actively managed with annual turnover of: 57.00 vs. JVMTX (48.00). FSOAX (0) and JVMTX (0) have matching initial minimum investment requirements. FSOAX annual gain was more profitable for investors over the last year : 28.54 vs. JVMTX (7.32). FSOAX return over 5 years is better than : 25.87 vs. JVMTX (9.75).
| FSOAX | JVMTX | FSOAX / JVMTX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 1.10 | 87% |
| Fund Existence | 30 years | 13 years | - |
| Gain YTD | 23.994 | 9.114 | 263% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 22.9B | 10% |
| Annual Yield % from dividends | 0.80 | 0.59 | 136% |
| Returns for 1 year | 28.54 | 7.32 | 390% |
| Returns for 3 years | 36.18 | 21.34 | 170% |
| Returns for 5 years | 25.87 | 9.75 | 265% |
| Returns for 10 years | 47.52 | 62.69 | 76% |
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