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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
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 FVLKX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. FVLKX (10.5B). FVLKX pays higher dividends than JVMIX: FVLKX (1.08) vs JVMIX (0.66). 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 : 26.67 vs. JVMIX (8.75). FVLKX return over 5 years is better than : 20.92 vs. JVMIX (15.79).
| 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 | 24.946 | 14.270 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 23.6B | 44% |
| Annual Yield % from dividends | 1.08 | 0.66 | 163% |
| Returns for 1 year | 26.67 | 8.75 | 305% |
| Returns for 3 years | 26.39 | 18.93 | 139% |
| Returns for 5 years | 20.92 | 15.79 | 132% |
| Returns for 10 years | 79.87 | 62.51 | 128% |
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