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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
Jul 13, 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. FVIFX (403M). FVIFX pays higher dividends than JVMRX: FVIFX (0.94) vs JVMRX (0.78). 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 : 22.43 vs. JVMRX (5.56). FVIFX return over 5 years is better than : 40.81 vs. JVMRX (12.90).
| 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 | 22.524 | 11.835 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 23.3B | 2% |
| Annual Yield % from dividends | 0.94 | 0.78 | 122% |
| Returns for 1 year | 22.43 | 5.56 | 404% |
| Returns for 3 years | 39.28 | 18.51 | 212% |
| Returns for 5 years | 40.81 | 12.90 | 316% |
| Returns for 10 years | 115.14 | 60.14 | 191% |
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