Interact to see
Advertisement
Advertisement
FVLKX vs JVMIX
FVLKX vs JVMIX Comparison
Open Charts FVLKX vs JVMIX
FVLKX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FVLKX vs. JVMIX commentary
Jul 14, 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 FVLKX is a Buy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FVLKX (10.1B). FVLKX pays higher dividends than JVMIX: FVLKX (1.11) vs JVMIX (0.68). FVLKX was incepted earlier than JVMIX: FVLKX (18 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FVLKX (0.60). FVLKX is a more actively managed with annual turnover of: 67.00 vs. JVMIX (48.00). FVLKX has a lower initial minimum investment than JVMIX: FVLKX (0) vs JVMIX (250000). FVLKX annual gain was more profitable for investors over the last year : 22.12 vs. JVMIX (6.21). FVLKX return over 5 years is better than : 19.63 vs. JVMIX (13.89).
| FVLKX | JVMIX | FVLKX / JVMIX | |
| Total Expense Ratio | 0.60 | 0.85 | 71% |
| Annual Report Gross Expense Ratio | 0.60 | 0.86 | 70% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 22.632 | 11.795 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 23.3B | 43% |
| Annual Yield % from dividends | 1.11 | 0.68 | 163% |
| Returns for 1 year | 22.12 | 6.21 | 356% |
| Returns for 3 years | 28.97 | 17.79 | 163% |
| Returns for 5 years | 19.63 | 13.89 | 141% |
| Returns for 10 years | 75.28 | 58.60 | 128% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement