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FUIPX vs JVIMX
FUIPX vs JVIMX Comparison Chart
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FUIPX vs. JVIMX commentary
Nov 19, 2024
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 FUIPX is a Hold and JVIMX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 8B vs. JVIMX (304M). FUIPX pays higher dividends than JVIMX: FUIPX (1.83) vs JVIMX (1.37). FUIPX was incepted earlier than JVIMX: FUIPX (4 years) vs JVIMX (9 years). JVIMX is a more actively managed with annual turnover of: 14.00 vs. FUIPX (12.00). JVIMX has a lower initial minimum investment than FUIPX: JVIMX (0) vs FUIPX (2000000000). FUIPX (22.68) and JVIMX (22.32) have marching annual gain over last year.
| FUIPX | JVIMX | FUIPX / JVIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 15.150 | 16.365 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8B | 304M | 2,632% |
| Annual Yield % from dividends | 1.83 | 1.37 | 133% |
| Returns for 1 year | 22.68 | 22.32 | 102% |
| Returns for 3 years | 12.72 | -10.85 | -117% |
| Returns for 5 years | N/A | 20.45 | - |
| Returns for 10 years | N/A | N/A | - |