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FVLKX vs JVMIX
FVLKX vs JVMIX Comparison
Open Charts FVLKX vs JVMIX
FVLKX vs JVMIX Comparison Chart in %
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FVLKX vs. JVMIX commentary
Sep 18, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.3B vs. FVLKX (10.5B). FVLKX pays higher dividends than JVMIX: FVLKX (1.08) vs JVMIX (0.65). 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 : 16.85 vs. JVMIX (4.29). FVLKX return over 5 years is better than : 17.34 vs. JVMIX (16.46).
| 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 | 20.680 | 13.651 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 23.3B | 45% |
| Annual Yield % from dividends | 1.08 | 0.65 | 166% |
| Returns for 1 year | 16.85 | 4.29 | 393% |
| Returns for 3 years | 27.76 | 22.07 | 126% |
| Returns for 5 years | 17.34 | 16.46 | 105% |
| Returns for 10 years | 72.29 | 60.53 | 119% |
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