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IAAEX vs JVMTX
IAAEX vs JVMTX Comparison
Open Charts IAAEX vs JVMTX
IAAEX vs JVMTX Comparison Chart in %
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IAAEX vs. JVMTX commentary
Jun 04, 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 IAAEX is a Hold and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.5B vs. IAAEX (790M). IAAEX pays higher dividends than JVMTX: IAAEX (1.67) vs JVMTX (0.59). IAAEX was incepted earlier than JVMTX: IAAEX (12 years) vs JVMTX (13 years). JVMTX (1.10) is less costly to investors than IAAEX (0.75). IAAEX is a more actively managed with annual turnover of: 59.00 vs. JVMTX (49.00). IAAEX (0) and JVMTX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 6.89 vs. IAAEX (-1.21). JVMTX return over 5 years is better than : 4.06 vs. IAAEX (-26.04).
| IAAEX | JVMTX | IAAEX / JVMTX | |
| Total Expense Ratio | 0.75 | 0.99 | 76% |
| Annual Report Gross Expense Ratio | 0.75 | 1.10 | 68% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 5.035 | 6.125 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 22.5B | 4% |
| Annual Yield % from dividends | 1.67 | 0.59 | 285% |
| Returns for 1 year | -1.21 | 6.89 | -18% |
| Returns for 3 years | 5.81 | 19.63 | 30% |
| Returns for 5 years | -26.04 | 4.06 | -641% |
| Returns for 10 years | -2.82 | 52.13 | -5% |
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