Home › Compare › JVSAX vs FCPT
JVSAX yields 9.03% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 5
Combined, JVSAX + FCPT cover 0 of 12 months — good coverage
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What's the optimal mix of JVSAX + FCPT for your $10,000?
The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in common stocks of small- and mid-sized companies whose market capitalization is less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 tm Value Index. In addition, when the portfolio managers believe that market conditions are unfavorable for investing, or when he is otherwise unable to locate attractive investment opportunities, the fund's cash or similar investments may increase.
Full JVSAX Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
Full FCPT Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.