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FTVZX vs JVMRX
FTVZX vs JVMRX Comparison
Open Charts FTVZX vs JVMRX
FTVZX vs JVMRX Comparison Chart in %
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FTVZX vs. JVMRX commentary
Jun 20, 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 FTVZX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. FTVZX (331M). FTVZX pays higher dividends than JVMRX: FTVZX (2.04) vs JVMRX (0.81). FTVZX was incepted earlier than JVMRX: FTVZX (9 years) vs JVMRX (15 years). FTVZX (0.85) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. FTVZX (18.00). FTVZX (1000000) and JVMRX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : 8.50 vs. FTVZX (2.14). FTVZX return over 5 years is better than : 25.51 vs. JVMRX (14.18).
| FTVZX | JVMRX | FTVZX / JVMRX | |
| Total Expense Ratio | 0.72 | 0.74 | 97% |
| Annual Report Gross Expense Ratio | 0.85 | 0.75 | 113% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 1.465 | 8.922 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 22.9B | 1% |
| Annual Yield % from dividends | 2.04 | 0.81 | 253% |
| Returns for 1 year | 2.14 | 8.50 | 25% |
| Returns for 3 years | 19.51 | 17.35 | 112% |
| Returns for 5 years | 25.51 | 14.18 | 180% |
| Returns for 10 years | N/A | 60.22 | - |