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FTVSX vs JVMRX
FTVSX vs JVMRX Comparison
Open Charts FTVSX vs JVMRX
FTVSX vs JVMRX Comparison Chart in %
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FTVSX vs. JVMRX commentary
Aug 03, 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 FTVSX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FTVSX (339M). FTVSX pays higher dividends than JVMRX: FTVSX (1.78) vs JVMRX (0.75). FTVSX was incepted earlier than JVMRX: FTVSX (9 years) vs JVMRX (15 years). FTVSX (0.98) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. FTVSX (18.00). FTVSX has a lower initial minimum investment than JVMRX: FTVSX (100000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. FTVSX (6.44). FTVSX return over 5 years is better than : 29.73 vs. JVMRX (16.31).
| FTVSX | JVMRX | FTVSX / JVMRX | |
| Total Expense Ratio | 0.82 | 0.74 | 111% |
| Annual Report Gross Expense Ratio | 0.98 | 0.75 | 131% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 8.511 | 14.348 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 23.6B | 1% |
| Annual Yield % from dividends | 1.78 | 0.75 | 236% |
| Returns for 1 year | 6.44 | 8.86 | 73% |
| Returns for 3 years | 23.21 | 19.29 | 120% |
| Returns for 5 years | 29.73 | 16.31 | 182% |
| Returns for 10 years | N/A | 63.73 | - |
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