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FVLZX vs JVMIX
FVLZX vs JVMIX Comparison
Open Charts FVLZX vs JVMIX
FVLZX vs JVMIX Comparison Chart in %
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FVLZX vs. JVMIX commentary
Jun 23, 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 FVLZX is a Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. FVLZX (384M). FVLZX pays higher dividends than JVMIX: FVLZX (1.14) vs JVMIX (0.71). FVLZX was incepted earlier than JVMIX: FVLZX (9 years) vs JVMIX (29 years). JVMIX (0.86) is less costly to investors than FVLZX (0.68). FVLZX is a more actively managed with annual turnover of: 68.00 vs. JVMIX (48.00). FVLZX has a lower initial minimum investment than JVMIX: FVLZX (0) vs JVMIX (250000). FVLZX annual gain was more profitable for investors over the last year : 27.99 vs. JVMIX (7.97). FVLZX return over 5 years is better than : 39.56 vs. JVMIX (10.93).
| FVLZX | JVMIX | FVLZX / JVMIX | |
| Total Expense Ratio | 0.68 | 0.85 | 80% |
| Annual Report Gross Expense Ratio | 0.68 | 0.86 | 79% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 19.800 | 8.846 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 384M | 22.9B | 2% |
| Annual Yield % from dividends | 1.14 | 0.71 | 161% |
| Returns for 1 year | 27.99 | 7.97 | 351% |
| Returns for 3 years | 46.32 | 21.50 | 215% |
| Returns for 5 years | 39.56 | 10.93 | 362% |
| Returns for 10 years | N/A | 63.98 | - |
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