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FVLZX vs JVMRX
FVLZX vs JVMRX Comparison
Open Charts FVLZX vs JVMRX
FVLZX vs JVMRX Comparison Chart in %
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FVLZX vs. JVMRX commentary
Sep 12, 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 JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.2B vs. FVLZX (409M). FVLZX pays higher dividends than JVMRX: FVLZX (1.07) vs JVMRX (0.74). FVLZX was incepted earlier than JVMRX: FVLZX (10 years) vs JVMRX (15 years). JVMRX (0.75) is less costly to investors than FVLZX (0.68). FVLZX is a more actively managed with annual turnover of: 68.00 vs. JVMRX (48.00). FVLZX has a lower initial minimum investment than JVMRX: FVLZX (0) vs JVMRX (1000000). FVLZX annual gain was more profitable for investors over the last year : 17.70 vs. JVMRX (2.46). FVLZX return over 5 years is better than : 42.69 vs. JVMRX (16.49).
| FVLZX | JVMRX | FVLZX / JVMRX | |
| Total Expense Ratio | 0.68 | 0.74 | 92% |
| Annual Report Gross Expense Ratio | 0.68 | 0.75 | 91% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 21.963 | 13.256 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 23.2B | 2% |
| Annual Yield % from dividends | 1.07 | 0.74 | 143% |
| Returns for 1 year | 17.70 | 2.46 | 719% |
| Returns for 3 years | 39.34 | 21.93 | 179% |
| Returns for 5 years | 42.69 | 16.49 | 259% |
| Returns for 10 years | N/A | 61.53 | - |
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