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FVIFX vs JVMRX
FVIFX vs JVMRX Comparison
Open Charts FVIFX vs JVMRX
FVIFX vs JVMRX Comparison Chart in %
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FVIFX 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 FVIFX is a Hold and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. FVIFX (402M). FVIFX pays higher dividends than JVMRX: FVIFX (0.92) vs JVMRX (0.75). FVIFX was incepted earlier than JVMRX: FVIFX (23 years) vs JVMRX (15 years). FVIFX (0.80) is less costly to investors than JVMRX (0.75). FVIFX is a more actively managed with annual turnover of: 68.00 vs. JVMRX (48.00). FVIFX has a lower initial minimum investment than JVMRX: FVIFX (0) vs JVMRX (1000000). FVIFX annual gain was more profitable for investors over the last year : 28.25 vs. JVMRX (8.86). FVIFX return over 5 years is better than : 44.87 vs. JVMRX (16.31).
| FVIFX | JVMRX | FVIFX / JVMRX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 0.75 | 107% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 24.827 | 14.348 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 402M | 23.6B | 2% |
| Annual Yield % from dividends | 0.92 | 0.75 | 122% |
| Returns for 1 year | 28.25 | 8.86 | 319% |
| Returns for 3 years | 36.08 | 19.29 | 187% |
| Returns for 5 years | 44.87 | 16.31 | 275% |
| Returns for 10 years | 119.69 | 63.73 | 188% |