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FVLKX vs JVMRX
FVLKX vs JVMRX Comparison
Open Charts FVLKX vs JVMRX
FVLKX vs JVMRX Comparison Chart in %
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FVLKX vs. JVMRX 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. FVLKX (10.5B). FVLKX pays higher dividends than JVMRX: FVLKX (1.08) vs JVMRX (0.74). FVLKX was incepted earlier than JVMRX: FVLKX (18 years) vs JVMRX (15 years). JVMRX (0.75) is less costly to investors than FVLKX (0.60). FVLKX is a more actively managed with annual turnover of: 67.00 vs. JVMRX (48.00). FVLKX has a lower initial minimum investment than JVMRX: FVLKX (0) vs JVMRX (1000000). FVLKX annual gain was more profitable for investors over the last year : 16.85 vs. JVMRX (4.43). FVLKX (17.34) and JVMRX (17.02) have equivalent 5 years return.
| FVLKX | JVMRX | FVLKX / JVMRX | |
| Total Expense Ratio | 0.60 | 0.74 | 81% |
| Annual Report Gross Expense Ratio | 0.60 | 0.75 | 80% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 20.680 | 13.765 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 23.3B | 45% |
| Annual Yield % from dividends | 1.08 | 0.74 | 145% |
| Returns for 1 year | 16.85 | 4.43 | 381% |
| Returns for 3 years | 27.76 | 22.48 | 123% |
| Returns for 5 years | 17.34 | 17.02 | 102% |
| Returns for 10 years | 72.29 | 61.71 | 117% |
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