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FDKVX vs JVIMX
FDKVX vs JVIMX Comparison Chart in %
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FDKVX 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 FDKVX is a Hold and JVIMX is a Hold.
FUNDAMENTALS
Fundamentals
FDKVX has more cash in the bank: 7.8B vs. JVIMX (348M). JVIMX pays higher dividends than FDKVX: JVIMX (1.14) vs FDKVX (0.85). FDKVX was incepted earlier than JVIMX: FDKVX (11 years) vs JVIMX (10 years). JVIMX (1.46) is less costly to investors than FDKVX (0.68). JVIMX is a more actively managed with annual turnover of: 37.00 vs. FDKVX (18.00). FDKVX (0) and JVIMX (0) have matching initial minimum investment requirements. FDKVX annual gain was more profitable for investors over the last year : 15.62 vs. JVIMX (12.05). FDKVX return over 5 years is better than : 31.39 vs. JVIMX (16.92).
| FDKVX | JVIMX | FDKVX / JVIMX | |
| Total Expense Ratio | 0.68 | 1.08 | 63% |
| Annual Report Gross Expense Ratio | 0.68 | 1.46 | 47% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 19.725 | 17.340 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 348M | 2,242% |
| Annual Yield % from dividends | 0.85 | 1.14 | 74% |
| Returns for 1 year | 15.62 | 12.05 | 130% |
| Returns for 3 years | 59.70 | 35.85 | 167% |
| Returns for 5 years | 31.39 | 16.92 | 186% |
| Returns for 10 years | 88.59 | N/A | - |
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