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FAWTX vs JVIMX
FAWTX vs JVIMX Comparison Chart in %
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FAWTX vs. JVIMX commentary
Dec 17, 2025
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 FAWTX is a Hold and JVIMX is a Hold.
FUNDAMENTALS
Fundamentals
FAWTX has more cash in the bank: 18.5B vs. JVIMX (348M). JVIMX pays higher dividends than FAWTX: JVIMX (1.14) vs FAWTX (0.67). FAWTX was incepted earlier than JVIMX: FAWTX (11 years) vs JVIMX (10 years). JVIMX (1.46) is less costly to investors than FAWTX (0.75). JVIMX is a more actively managed with annual turnover of: 37.00 vs. FAWTX (5.00). JVIMX has a lower initial minimum investment than FAWTX: JVIMX (0) vs FAWTX (250). FAWTX annual gain was more profitable for investors over the last year : 13.01 vs. JVIMX (12.05). FAWTX return over 5 years is better than : 36.95 vs. JVIMX (16.92).
| FAWTX | JVIMX | FAWTX / JVIMX | |
| Total Expense Ratio | 0.75 | 1.08 | 69% |
| Annual Report Gross Expense Ratio | 0.75 | 1.46 | 51% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 19.066 | 17.340 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 348M | 5,316% |
| Annual Yield % from dividends | 0.67 | 1.14 | 58% |
| Returns for 1 year | 13.01 | 12.05 | 108% |
| Returns for 3 years | 51.56 | 35.85 | 144% |
| Returns for 5 years | 36.95 | 16.92 | 218% |
| Returns for 10 years | 124.52 | N/A | - |
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