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FUIPX vs JVIMX
FUIPX vs JVIMX Comparison Chart in %
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FUIPX vs. JVIMX commentary
Jul 01, 2025
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: 9.41B vs. JVIMX (328M). FUIPX pays higher dividends than JVIMX: FUIPX (1.93) vs JVIMX (1.29). FUIPX was incepted earlier than JVIMX: FUIPX (5 years) vs JVIMX (9 years). JVIMX (1.46) is less costly to investors than FUIPX (0.05). JVIMX has a lower initial minimum investment than FUIPX: JVIMX (0) vs FUIPX (2000000000). FUIPX annual gain was more profitable for investors over the last year : 14.80 vs. JVIMX (11.34). FUIPX return over 5 years is better than : 70.34 vs. JVIMX (31.67).
| FUIPX | JVIMX | FUIPX / JVIMX | |
| Total Expense Ratio | 0.05 | 1.08 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.46 | 3% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 9.630 | 7.715 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 328M | 2,870% |
| Annual Yield % from dividends | 1.93 | 1.29 | 150% |
| Returns for 1 year | 14.80 | 11.34 | 130% |
| Returns for 3 years | 51.68 | 26.17 | 198% |
| Returns for 5 years | 70.34 | 31.67 | 222% |
| Returns for 10 years | N/A | N/A | - |
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