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FUIPX vs JVIMX
FUIPX vs JVIMX Comparison Chart in %
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FUIPX 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 FUIPX is a Hold and JVIMX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 11.6B vs. JVIMX (348M). FUIPX pays higher dividends than JVIMX: FUIPX (1.69) vs JVIMX (1.14). FUIPX was incepted earlier than JVIMX: FUIPX (5 years) vs JVIMX (10 years). JVIMX (1.46) is less costly to investors than FUIPX (0.05). JVIMX is a more actively managed with annual turnover of: 37.00 vs. FUIPX (11.00). JVIMX has a lower initial minimum investment than FUIPX: JVIMX (0) vs FUIPX (2000000000). FUIPX annual gain was more profitable for investors over the last year : 17.15 vs. JVIMX (12.05). FUIPX return over 5 years is better than : 56.19 vs. JVIMX (16.92).
| FUIPX | JVIMX | FUIPX / JVIMX | |
| Total Expense Ratio | 0.05 | 1.08 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.46 | 3% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 20.626 | 17.340 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 348M | 3,333% |
| Annual Yield % from dividends | 1.69 | 1.14 | 148% |
| Returns for 1 year | 17.15 | 12.05 | 142% |
| Returns for 3 years | 64.64 | 35.85 | 180% |
| Returns for 5 years | 56.19 | 16.92 | 332% |
| Returns for 10 years | N/A | N/A | - |
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